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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $326,815 |
Z. FRANKENBACH3 years Service code 30 · EIN 36-6102397 | Employee (plan) | $148,783 |
R. LAINO9 years Service code 14 · EIN 36-6102397 | Plan Administrator | $137,222 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $126,400 |
CTM LEGAL GROUP4 years Service code 29 · EIN 46-1047517 | Legal | $117,344 |
MOORE COLSON3 years Filed as: M. MOORE Service code 30 · EIN 36-6102397 | Employee (plan) | $114,325 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $99,999 |
C. DYMON2 years Service code 30 · EIN 36-6102397 | Employee (plan) | $96,025 |
FOSTER & FOSTER10+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $87,505 |
MARINO CONROY & COYLE2 years Filed as: T. MARINO Service code 30 · EIN 36-6102397 | Employee (plan) | $74,595 |
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.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 10.07% | 9.22%+0.8pp | 9.49%+0.6pp | 9.22%+0.8pp |
| Employer contribution / active EE | $15,148 | $13,567+11.7% | $29,215-48.1% | $13,567+11.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |