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 SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 3 GATEWAY AVENUE, 401 LIBERTY AVENU · PITTSBURGH, PA 152221024 | Contract Administrator | $94,273 |
FOSTER & FOSTER3 years Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $34,770 |
STEVENS & LEE4 years Service code 29 · EIN 23-1886296 111 NORTH SIXTH STREET · READING, PA 19601 | Legal | $29,597 |
Service code 10 · EIN 51-0232399 1011 CENTRE ROAD, SUITE 300 · WILMINGTON, DE 19805 | Accounting | $25,000 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 6412 · NEW YORK, NY 10261 | Advisory (Plan) | $24,500 |
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.
Annual investment return 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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 4.70% | 8.68%-4.0pp | 15.31%-10.6pp | 22.81%-18.1pp |
| Employer contribution / active EE | $6,777 | $9,089-25.4% | $28,686-76.4% | $18,290-62.9% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |