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 |
|---|---|---|
CHEIRON5 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $122,831 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $77,777 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $70,521 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,819 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $39,238 |
IBEW LOCAL 984 years Filed as: IBEW LOCAL NO 98 Service code 15 · EIN 23-0724610 | Recordkeeping | $30,428 |
Filed as: FRANK M. VACARRO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $25,077 |
PNC BANK, N.A.4 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $12,091 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 · EIN 46-2513534 | Legal | $7,809 |
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.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.88% | 6.41%+5.5pp | 8.01%+3.9pp | 11.45%+0.4pp |
| Employer contribution / active EE | $25,364 | $11,592+118.8% | $29,475-13.9% | $17,219+47.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |