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 |
|---|---|---|
TAG ASSOCIATES, LLC2+ years Service code 27 · EIN 52-2328316 | Advisory (Plan) | $76,686 |
DANZIGER & MARKHOFF LLP2+ years Filed as: DANZIGER & MARKHOFF, LLC Service code 14 · EIN 13-3010201 | Plan Administrator | $61,990 |
LAWRENCE J. EISENBERG, P.C.2+ years Service code 29 · EIN 46-1626846 | Legal | $57,169 |
SELECT EQUITY GROUP, L.P.2+ years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $26,545 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $24,015 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $17,000 |
HAMLIN CAPITAL MANAGEMENT, LLC2+ years Service code 27 · EIN 52-2344187 | Advisory (Plan) | $8,800 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $618,180-100.0% | $500,101-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 21.3%-21.3pp | 45.6%-45.6pp |
| Annual return | 0.15% | -3.24%+3.4pp | 2.08%-1.9pp | 4.16%-4.0pp |
| Employer contribution / active EE | $594,551 | $79,753+645.5% | $47,324+1156.3% | $42,916+1285.4% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $1,661-100.0% | $1,916-100.0% | $21,465-100.0% |