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 |
|---|---|---|
THE MCKEOGH COMPANY10+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003373 | Actuarial | $46,356 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,896 |
PATH ADMINISTRATORS10+ years Filed as: D H EVANS & ASSOCIATES DBA PATH ADM Service code 13 · EIN 46-1226464 | Contract Administrator | $19,280 |
CEMENT MASONS LOCAL 5274 years Filed as: CEMENT MASONS LOCAL 592 PENSION Service code 13 · EIN 23-1972409 | Contract Administrator | $18,756 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,100 |
WILLIAM C LIGETTI JR1 year Service code 20 · EIN 23-6445411 | Direct payment from the plan; Trustee... | $10,025 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $7,942 |
PFM ADVISORS10+ years Filed as: PFM GROUP Service code 28 · EIN 23-3087064 | Investment Management | $5,192 |
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.
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 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 2.89% | 9.29%-6.4pp | 9.65%-6.8pp | 13.91%-11.0pp |
| Employer contribution / active EE | $16,892 | $32,463-48.0% | $26,259-35.7% | $35,282-52.1% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |