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 |
|---|---|---|
WILSON-MCSHANE CORPORATION9 years Service code 13 · EIN 41-0956552 | Contract Administrator | $511,800 |
RIDGEWORTH7 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $242,588 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $126,666 |
LANER MUCHIN10+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $123,536 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $90,900 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $84,893 |
CHEIRON7 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $71,863 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $48,613 |
Filed as: ASHER, GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $41,068 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $36,607 |
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 9.57% | 9.22%+0.3pp | 13.01%-3.4pp | 9.22%+0.3pp |
| Employer contribution / active EE | $3,115 | $13,567-77.0% | $35,911-91.3% | $13,567-77.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $91-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |