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 |
|---|---|---|
Service code 13 · EIN 20-0188125 | Contract Administrator | $619,825 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $350,947 |
AMALGAMATED BANK7 years Service code 19 · EIN 36-0721895 | Securities Custodian | $287,252 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $255,311 |
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 | Investment Management | $245,994 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $226,640 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $186,885 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS. LLC Service code 28 · EIN 58-2386669 | Investment Management | $162,512 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $156,618 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $145,708 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.28% | 10.50%+1.8pp | 9.65%+2.6pp | 9.22%+3.1pp |
| Employer contribution / active EE | $3,739 | $14,720-74.6% | $26,259-85.8% | $13,567-72.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |