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 & ANSPACH3+ years Service code 29 · EIN 13-3403675 | Legal | $327,302 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-2646110 | Actuarial | $157,272 |
SANDRA MCKEE3+ years Filed as: SANDRA L NICOSIA Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $87,767 |
NELLI BRAGINSKAYA3+ years Service code 30 · EIN 51-6123679 | Employee (plan); Direct payment from ... | $75,647 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $67,805 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $56,812 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
Service code 29 · EIN 11-3382260 | Legal | $45,136 |
Filed as: SOUTHERN SUN ASSET MANAGEMENT LLC Service code 28 · EIN 27-2990431 | Investment Management | $39,681 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $29,378 |
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 | 5.34% | -1.12%+6.5pp | -2.18%+7.5pp | 0.19%+5.2pp |
| Employer contribution / active EE | $7,116 | $12,052-41.0% | $38,751-81.6% | $13,763-48.3% |
| 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% |