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 SERVICES2+ years Service code 51 · EIN 80-0169636 | Investment Mgmt Fees | $279,174 |
J MCARDLE2+ years Filed as: MCARDLE JAMES Service code 30 · EIN 36-6486542 | Employee (plan) | $144,684 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $107,000 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $82,500 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $77,566 |
Y. PAWLASZEK2+ years Filed as: PAWLASZEK YOLANDA Service code 30 · EIN 36-6486542 | Employee (plan) | $67,156 |
CRISTINA ESPINOZA1 year Service code 30 · EIN 36-6486542 | Employee (plan) | $62,417 |
URBANSKA BOZENNA2+ years Service code 30 · EIN 36-6486542 | Employee (plan) | $60,123 |
L. HYNES2+ years Filed as: HYNES LAURA Service code 30 · EIN 36-6486542 | Employee (plan) | $59,986 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN CATHERINE Service code 30 · EIN 36-6486542 | Employee (plan) | $57,159 |
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.
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 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 11.03% | 16.32%-5.3pp | 7.90%+3.1pp | 16.32%-5.3pp |
| Employer contribution / active EE | $2,413 | $12,766-81.1% | $41,695-94.2% | $12,766-81.1% |
| Participant deferral / active EE | $0 | $800-100.0% | $47-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |