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 |
|---|---|---|
FRIEDMAN & ANSPACH1+ years Service code 29 · EIN 13-3403675 | Legal | $161,353 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-2646110 | Actuarial | $110,783 |
SELECT EQUITY GROUP, L.P.1+ years Filed as: SELECT EQUITIES GROUP LP Service code 28 · EIN 46-3465710 | Investment Management | $91,358 |
Filed as: WILKINSON O'GRADY & CO., INC. Service code 28 · EIN 13-2726734 | Investment Management | $67,317 |
LOOMIS SAYLES1+ years Service code 28 PO BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $64,044 |
STEINBERG, STECKLER & PICCIURRO, PC1+ years Service code 10 · EIN 13-2665700 | Accounting | $45,797 |
DOREEN DOUGLAS1+ years Filed as: DOREEN MALCAUS Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $35,316 |
SANDRA MCKEE1+ years Filed as: SANDRA L NICOSIA Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $33,494 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $33,308 |
NELLI BRAGINSKAYA1+ years Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $29,404 |
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.93% | 5.13%+1.8pp | 4.74%+2.2pp | 7.18%-0.2pp |
| Employer contribution / active EE | $4,477 | $14,689-69.5% | $36,089-87.6% | $13,095-65.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |