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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.11+ years Filed as: STACY BRAUN ASSOCIATES INC Service code 27 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Advisory (Plan) | $101,293 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $43,476 |
MSPC8 years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $30,969 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 04-2472499 3400 PAWTUCKET AVENUE · EAST PROVIDENCE, RI 02915 | Securities Custodian | $20,994 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM11+ years Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 · EIN 22-6208526 570 BROAD ST, STE 1402 · NEWARK, NJ 07102 | Legal | $12,000 |
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 | $418,949-100.0% | - | $418,949-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 35.7%-35.7pp |
| Annual return | 11.86% | 15.85%-4.0pp | 19.25%-7.4pp | 15.19%-3.3pp |
| Employer contribution / active EE | $31,059 | $32,494-4.4% | $28,682+8.3% | $34,877-10.9% |
| Participant deferral / active EE | $0 | $40-100.0% | $55-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $50,584-100.0% | - | $50,584-100.0% |