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 |
|---|---|---|
ADMINISTRATIVE SERVICES ONLY10+ years Filed as: ADMINISTRATIVE SERVICES ONLY, INC Service code 12 · EIN 11-2995970 303 MERRICK ROAD · LYNBROOK, NY 11563 | Recordkeeping and information managem... | $96,948 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $88,933 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 1040 AVENUE OF THE AMERICAS 20 FL · NEW YORK, NY 10018 | Legal | $51,048 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $45,141 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD, KOBRICK & SCHLAPP, P.C Service code 10 · EIN 13-3082707 192 LEXINGTONE AVE · NEW YORK, NY 10016 | Accounting | $27,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $227,811-100.0% | $157,677-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 44.0%-44.0pp |
| Annual return | 333.29% | 8.39%+324.9pp | 8.39%+324.9pp | 13.05%+320.2pp |
| Employer contribution / active EE | $31,579 | $45,860-31.1% | $41,487-23.9% | $37,639-16.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $30,864-100.0% |