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 |
|---|---|---|
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $251,768 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 02-0712418 | Investment Management | $104,343 |
Filed as: HORIZON ACTUARIAL SERVICE, LLC Service code 16 · EIN 26-1370698 | Consulting | $73,197 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 13-4044521 | Investment Management | $68,273 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $45,000 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $38,909 |
THE BANK OF NEW YORK MELLON4+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-2535703 | Securities Custodian | $36,693 |
Service code 28 · EIN 13-3547557 | Investment Management | $35,129 |
MAUREEN DOHERTY4+ years Filed as: MAUREEN C CLARKE-THOMPSON Service code 30 · EIN 13-6567546 | Employee (plan); Direct payment from ... | $31,771 |
SHARON HUANG4+ years Service code 30 · EIN 13-6567546 | Direct payment from the plan; Employe... | $26,509 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -7.38% | 4.52%-11.9pp | -0.70%-6.7pp | 0.19%-7.6pp |
| Employer contribution / active EE | $1,477 | $13,719-89.2% | $28,903-94.9% | $13,763-89.3% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |