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 |
|---|---|---|
Filed as: CONSTITUTION CAPITAL Service code 18 · EIN 74-3246212 | Custodial (other than securities); Ot... | $350,282 |
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $183,685 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,333 |
UNION BANK & TRUST COMPANY9+ years Service code 19 · EIN 41-1267434 | Securities Custodian | $101,573 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $85,945 |
Service code 29 · EIN 34-4439491 | Legal | $63,892 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 · EIN 20-1367417 | Investment Management | $61,041 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $34,051 |
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $14,933 |
FRSECURE2 years Service code 16 · EIN 26-3547185 | Consulting | $9,252 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.93% | 11.08%+2.9pp | 8.09%+5.8pp | 8.76%+5.2pp |
| Employer contribution / active EE | $15,187 | $13,876+9.4% | $28,732-47.1% | $16,627-8.7% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |