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 |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT3+ years Filed as: STUYVESANT CAPITAL Service code 27 · EIN 13-2953844 | Advisory (Plan) | $42,201 |
PATH ADMINISTRATORS3+ years Service code 14 · EIN 46-1226464 | Plan Administrator | $22,500 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $20,000 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
Service code 29 · EIN 23-1496747 | Legal | $9,034 |
KANG HAGGERTY & FETBROYT1 year Service code 29 · EIN 23-2220388 | Legal | $9,000 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,601 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 1.30% | 4.25%-2.9pp | -752.26%+753.6pp | 0.19%+1.1pp |
| Employer contribution / active EE | $3,693 | $11,906-69.0% | $31,802-88.4% | $13,763-73.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |