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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 31-1368946 | Accounting | $271,576 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $164,144 |
Filed as: ABATO, RUBENSTEIN AND ABATO P.A. Service code 29 · EIN 52-0904713 | Legal | $122,931 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 20-0055624 | Investment Management | $104,604 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $100,800 |
Service code 12 5565 STERRETT PL · COLUMBIA, MD 21044 | Claims processing; Plan Administrator... | $85,310 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $81,525 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $65,716 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 52-2037618 | Investment Management | $57,436 |
JOHNSON PRINTING COMPANY1 year Service code 36 1948 GREEN VALLEY ROAD · HUNTINGTON, WV 25701 | Copying and duplicating; Direct payme... | $52,684 |
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.
Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.37% | 10.33%0pp | 8.09%+2.3pp | 9.30%+1.1pp |
| Employer contribution / active EE | $8,391 | $14,972-44.0% | $28,732-70.8% | $12,557-33.2% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |