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 |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $672,226 |
NEW & KARFUNKEL, P.C.3+ years Service code 29 · EIN 22-2553368 | Legal | $350,055 |
CARY KANE LLP3+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $233,005 |
Filed as: PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $152,468 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $95,290 |
Service code 29 · EIN 22-1933663 | Legal | $79,334 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $75,498 |
BAHL & GAYNOR3+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $65,157 |
Service code 28 · EIN 47-5209018 | Investment Management | $51,107 |
MR. MICROCHIP1 year Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 16 · EIN 59-3084068 | Consulting | $35,279 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.17% | -1.12%+7.3pp | -2.18%+8.4pp | 0.19%+6.0pp |
| Employer contribution / active EE | $23,752 | $12,052+97.1% | $38,751-38.7% | $13,763+72.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |