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 | $313,147 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $200,006 |
M. PIZARRO4 years Service code 14 · EIN 36-6486542 | Plan Administrator | $154,428 |
Service code 28 · EIN 91-1042342 | Investment Management | $144,545 |
Y. PAWLASZEK4 years Service code 30 · EIN 36-6486542 | Employee (plan) | $142,272 |
Service code 49 · EIN 52-1796473 | Other Services | $136,355 |
D. BRATEK2 years Service code 30 · EIN 36-6486542 | Employee (plan) | $122,887 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $109,233 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $104,875 |
Service code 29 · EIN 36-2786883 | Legal | $103,266 |
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 10.11% | 9.57%+0.5pp | 13.01%-2.9pp | 9.57%+0.5pp |
| Employer contribution / active EE | $3,369 | $9,429-64.3% | $35,911-90.6% | $9,429-64.3% |
| Participant deferral / active EE | $0 | $408-100.0% | $91-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |