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 |
|---|---|---|
TENJ WELFARE FUND4+ years Service code 49 · EIN 22-1461069 | Other Services | $926,138 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $155,785 |
Service code 29 · EIN 41-2044610 | Legal | $129,328 |
NEW & KARFUNKEL, P.C.4+ years Service code 29 · EIN 22-2553368 | Legal | $103,769 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,000 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $53,428 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 | Advisory (Plan) | $53,288 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $45,533 |
BAHL & GAYNOR3 years Filed as: BAHL & GAYNOR INC Service code 68 · EIN 31-1297139 | Soft dollars commissions | $41,927 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $36,000 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -1.53% | -1.12%-0.4pp | -2.18%+0.7pp | 0.19%-1.7pp |
| Employer contribution / active EE | $14,361 | $12,052+19.2% | $38,751-62.9% | $13,763+4.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |