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 |
|---|---|---|
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 27 · EIN 20-0461050 505 5TH AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $121,716 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER, 250 VESEY · NEW YORK, NY 10281 | Securities Custodian | $73,209 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-0202744 ONE BEACON STREET - 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $53,416 |
LOOMIS SAYLES6 years Service code 28 · EIN 04-3200030 1384 OLD FREEPORT ROAD, SUITE 2A · PITTSBURGH, PA 15238 | Investment Management | $44,996 |
POZEFSKY, BRAMLEY & MURPHY7+ years Service code 29 · EIN 14-1601487 90 STATE STREET SUITE 1405 · ALBANY, NY 12207 | Legal | $35,833 |
BOLTON PARTNERS, INC.7+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 2277 STATE HWY 33 SUITE 409 · TRENTON, NJ 08690 | Actuarial | $32,000 |
COHEN & STEERS6 years Service code 28 · EIN 13-3353336 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $28,259 |
NEUBERGER BERMAN6 years Service code 28 · EIN 13-5521910 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $23,803 |
KRAKOW & SOURIS1 year Filed as: KRAKOW,SOURIS & LANDRY Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $20,000 |
D'ARCANGELO & CO., LLP7+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,800 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.57% | -8.26%+1.7pp | -5.84%-0.7pp | 2.77%-9.3pp |
| Employer contribution / active EE | $18,586 | $12,543+48.2% | $31,839-41.6% | $15,262+21.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |