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 |
|---|---|---|
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $50,310 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $26,129 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $22,845 |
HEALTHSCOPE BENEFITS6 years Service code 13 · EIN 71-0847266 | Contract Administrator | $22,500 |
MARINER LLC2 years Filed as: MARINER Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
RMB CAPITAL MANAGEMENT LLC7 years Filed as: RMB CAPITAL MANAGEMENT, LLC Service code 28 10361 W. INNOVATION DRIVE SUITE 350 · MILWAUKEE, WI 53226 | Investment Management | $14,889 |
AMALGAMATED BANK10+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $10,343 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $8,400 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST INV ADVISOR Service code 21 · EIN 52-2037618 | Bank Trustee | $5,895 |
LYRICAL ASSET MANAGEMENT6 years Filed as: LYRICAL PARTNERS Service code 28 · EIN 37-1572793 | Investment Management | $5,509 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 12.90% | 7.09%+5.8pp | 64.50%-51.6pp | 10.77%+2.1pp |
| Employer contribution / active EE | $14,892 | $8,768+69.9% | $23,990-37.9% | $15,292-2.6% |
| Participant deferral / active EE | $0 | $780-100.0% | $287-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |