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 |
|---|---|---|
S. REEVES11+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $98,179 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $89,498 |
ASHER, GITTLER & D'ALBA, LTD.11+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $84,059 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $74,290 |
T. WEYDEMAN11+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $63,816 |
THE SEGAL COMPANY10+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $48,770 |
V. GONZALES9 years Service code 30 · EIN 36-6522619 | Employee (plan) | $41,836 |
BAKER TILLY US, LLP7 years Filed as: R. BAKER Service code 30 · EIN 36-6522619 | Employee (plan) | $37,876 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $30,609 |
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 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 12.95% | 10.71%+2.2pp | 10.48%+2.5pp | 10.71%+2.2pp |
| Employer contribution / active EE | $7,273 | $14,986-51.5% | $34,979-79.2% | $14,986-51.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |