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: VANDERBILT AVENUE ASSET MANAGMENT Service code 51 · EIN 26-1889409 | Investment Mgmt Fees | $32,182 |
SAVASTA AND COMPANY, INC.1+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $17,000 |
ROBERT H. BOGUCKI, P.C.1+ years Service code 29 · EIN 13-3397205 | 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $253,870-100.0% | $253,870-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 10.5%-10.5pp | 48.7%-48.7pp |
| Annual return | -1.26% | -1.11%-0.1pp | -1.10%-0.2pp | -2.16%+0.9pp |
| Employer contribution / active EE | $0 | $37,886-100.0% | $27,248-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $105-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $702,575-100.0% | $702,575-100.0% | $12,572-100.0% |