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 & ANSPACH2+ years Service code 29 · EIN 13-3403675 | Legal | $317,090 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-2646110 | Actuarial | $119,443 |
SANDRA MCKEE2+ years Filed as: SANDRA L NICOSIA Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $84,446 |
NELLI BRAGINSKAYA2+ years Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $71,077 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $67,125 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 28 · EIN 13-2726734 | Investment Management | $51,814 |
SOPHIA JUNG2+ years Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $51,230 |
NANESS, CHAIET, NANESS, LLC2+ years Filed as: NANESS, CHAIET & NANESS, LLC Service code 29 · EIN 11-3382260 | Legal | $45,222 |
Filed as: SOUTHERN SUN ASSET MANAGEMENT LLC Service code 28 · EIN 27-2990431 | Investment Management | $40,472 |
SSP A DIVISION OF CALIBRE CPA GROUP1 year Filed as: SSP A DIVISION OF CALIBRE GROUP Service code 10 · EIN 47-0900880 | Accounting | $40,210 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 2.69% | 13.03%-10.3pp | 10.36%-7.7pp | 23.90%-21.2pp |
| Employer contribution / active EE | $5,812 | $15,779-63.2% | $37,738-84.6% | $16,539-64.9% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |