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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 | Contract Administrator | $809,115 |
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 13-2633996 | Legal | $367,323 |
INVESCO1 year Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $224,452 |
THE SEGAL COMPANY8 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $145,175 |
COHEN & STEERS4 years Filed as: COHEN,WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $138,856 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $132,619 |
THE SEGAL COMPANY4 years Filed as: SEGAL MACRO ADVISOR Service code 28 · EIN 13-2646610 | Investment Management | $131,024 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $129,790 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $54,000 |
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 50 · EIN 13-3432221 | Direct Payment | $37,969 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 5.90% | 8.76%-2.9pp | 6.74%-0.8pp | 8.76%-2.9pp |
| Employer contribution / active EE | $4,325 | $16,627-74.0% | $43,780-90.1% | $16,627-74.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $44-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |