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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH10+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $366,693 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $256,079 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $133,869 |
GOLDMAN SACHS10+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $125,229 |
KATIA A PETTINATO5 years Filed as: KATIA A. PETTINATO Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $123,929 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $105,757 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $100,000 |
NELLI BRAGINSKAYA2 years Service code 30 · EIN 13-6637826 | Direct payment from the plan; Employe... | $80,338 |
RAJPATTIE SANKAR10+ years Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $80,338 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.2%-41.2pp | 0.0%0pp |
| Annual return | 7.23% | 8.76%-1.5pp | 7.21%0pp | 8.76%-1.5pp |
| Employer contribution / active EE | $17,881 | $16,640+7.5% | $33,209-46.2% | $16,640+7.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $48-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $196-100.0% | - |