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 |
|---|---|---|
NEW & KARFUNKEL, P.C.1 year Filed as: NEW & KARFUNKEL Service code 29 · EIN 22-2553368 | Legal | $294,764 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $160,938 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $110,981 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN & ASPACH Service code 29 · EIN 13-3403675 | Legal | $108,834 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $53,000 |
Service code 28 · EIN 85-0584508 | Investment Management | $41,496 |
MR. MICROCHIP3 years Filed as: MR MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $26,786 |
MELAMUD, IRINA2 years Service code 10 2383 EAST 14ST UNIT 1A · BROOKLYN, NY 11229 | Accounting | $25,216 |
Filed as: WEAVER BARKSIDE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $22,469 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $9,407 |
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.
Annual investment return 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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 1.88% | 724.96%-723.1pp | 78.53%-76.6pp | 37.74%-35.9pp |
| Employer contribution / active EE | $26,907 | $14,638+83.8% | $31,628-14.9% | $15,781+70.5% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |