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 28 · EIN 80-0169636 | Investment Management | $148,110 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $75,938 |
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFIT MANAGEMENT GROUP, INC. Service code 12 · EIN 20-0188125 | Contract Administrator; Claims proces... | $75,600 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $70,003 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $69,608 |
LANER MUCHIN1 year Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $63,608 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
DEPRINCE, RACE & ZOLLO2+ years Service code 28 · EIN 59-3299598 | Investment Management | $46,562 |
Filed as: PRUDENTIAL INVESTMENT MGMT Service code 28 · EIN 22-1211670 | Investment Management | $46,409 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 N. LASALLE STREET · CHICAGO, IL 60602 | Securities Custodian | $41,693 |
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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 11.60% | 11.68%-0.1pp | 12.88%-1.3pp | 13.95%-2.3pp |
| Employer contribution / active EE | $27,408 | $10,817+153.4% | $40,010-31.5% | $16,598+65.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |