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 |
|---|---|---|
FRIEDMAN & ANSPACH11+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $336,047 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $234,493 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $158,628 |
GOLDMAN SACHS11+ years Filed as: SIEZERT CAPITAL PARTNERS Service code 28 · EIN 38-3553488 | Investment Management | $129,945 |
KATIA A. PETTINATO6 years Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $122,109 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $100,000 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $91,181 |
NELLI BRAGINSKAYA3 years Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $82,038 |
RAJPATTIE SANKAR11+ years Service code 30 · EIN 13-6637826 | Employee (plan); Direct payment from ... | $82,038 |
BENESYS, INC.2 years Filed as: BENESYS INC. Service code 15 · EIN 38-2383171 | Recordkeeping | $77,097 |
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 | $213,331-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 11.10% | 10.71%+0.4pp | 7.04%+4.1pp | 10.71%+0.4pp |
| Employer contribution / active EE | $16,295 | $14,986+8.7% | $30,362-46.3% | $14,986+8.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $34-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $2,508-100.0% | - |