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 |
|---|---|---|
BURTON ENRIGHT WELCH5+ years Filed as: BURTON TREBOUR Service code 20 · EIN 23-7356773 | Trustee (individual); Direct payment ... | $108,717 |
FIRST ACTUARIAL CONSULTING, INC.5+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $89,965 |
PATRICIA DEPASCALE5+ years Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $85,550 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $55,437 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $41,250 |
ANNE DESROSIERS1 year Filed as: ANNE MARIE WILLIAMS Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $27,496 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $25,880 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $24,675 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $20,762 |
WILLIAM BLAIR5+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 23-7356773 | Trustee (individual); Direct payment ... | $10,709 |
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.
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 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 1.45% | 9.86%-8.4pp | 10.57%-9.1pp | 259.13%-257.7pp |
| Employer contribution / active EE | $34,289 | $37,630-8.9% | $29,483+16.3% | $41,469-17.3% |
| Participant deferral / active EE | $6,591 | $54+12139.2% | $150+4297.4% | $153+4205.7% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |