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 LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $93,964 |
Service code 11 · EIN 26-1370698 | Actuarial | $59,515 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 02-0712418 | Investment Management | $52,216 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $47,244 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $41,872 |
TOCQUEVILLE ASSET MANAGEMENT5 years Service code 51 · EIN 13-3547557 | Investment Mgmt Fees | $38,092 |
Service code 20 · EIN 13-2549504 | Trustee (individual); Direct payment ... | $36,000 |
DEBORAH DANNER3 years Service code 30 · EIN 13-6567546 | Employee (plan) | $35,334 |
SHARON HUANG8+ years Service code 30 · EIN 13-6567546 | Employee (plan) | $33,803 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $29,697 |
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.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.44% | -4.95%-9.5pp | 22.50%-36.9pp | 2.77%-17.2pp |
| Employer contribution / active EE | $1,498 | $15,740-90.5% | $33,849-95.6% | $15,262-90.2% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |