See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ACCOUNTING DEPARTMENT11+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $2,256,071 |
I SQUARED CAPITAL2 years Filed as: I SQUARED CAPITAL ADVISORS LLC Service code 28 · EIN 98-1043772 | Investment Management | $1,539,813 |
ACCOUNTING DEPARTMENT11+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,437,854 |
Filed as: CONSTITUTION CAPITAL Service code 28 · EIN 74-3246212 | Investment Management | $928,727 |
EXECUTIVE INSURANCE AGENCY INC11+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $833,287 |
ARTISAN PARTNERS4 years Filed as: ARTISAN Service code 28 · EIN 30-0551775 | Investment Management | $820,808 |
HUMAN INTEREST ADVISOR LLC11+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $786,936 |
Filed as: JPMORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $782,460 |
SAG-AFTRA HEALTH PLAN5 years Filed as: SAG-AFTRA HP Service code 15 · EIN 95-2110997 | Recordkeeping | $744,147 |
BDO USA, LLP11+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $628,356 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 9.08% | 9.57%-0.5pp | 8.94%+0.1pp | 9.57%-0.5pp |
| Employer contribution / active EE | $6,700 | $8,891-24.6% | $36,999-81.9% | $8,891-24.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $1-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |