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 COMPANY9 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $182,174 |
DAVID ROMANO5 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $140,948 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $117,497 |
FRIEDMAN & ANSPACH4 years Service code 29 · EIN 13-3403675 | Legal | $99,323 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,193 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $35,000 |
PREMIER TECHNOLOGY SOLUTIONS2 years Filed as: PREMIER TECHNOLOGY SOLUTIONS, INC. Service code 16 · EIN 13-3933805 | Consulting | $25,976 |
Filed as: BARKSDALE INVESTMENT MANAGEMENT Service code 28 · EIN 62-1217255 | Investment Management | $25,871 |
MR. MICROCHIP5 years Filed as: MR MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $22,735 |
AMALGAMATED BANK1 year Filed as: AMALGAMTED BANK Service code 27 · EIN 13-4920330 | Advisory (Plan) | $21,952 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 6.30% | 10.71%-4.4pp | 16.77%-10.5pp | 10.71%-4.4pp |
| Employer contribution / active EE | $16,991 | $14,986+13.4% | $28,306-40.0% | $14,986+13.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |