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 |
|---|---|---|
INTERNATIONAL BROTHERHOOD OF TEAMST10+ years Service code 15 · EIN 53-0215427 | Recordkeeping | $493,565 |
TRACEY SCOTT10+ years Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $135,566 |
GEORGE JOHNSON & COMPANY10+ years Filed as: GEORGE ASHU Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $113,981 |
LOUISA MARGARET SLAPPEY5 years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $83,481 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $81,902 |
CARLA ROBLES5 years Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $77,903 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $64,150 |
ALEJANDRO MATTIUZZO2 years Service code 30 · EIN 52-6128127 | Recordkeeping fees; Employee (plan) | $47,601 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $43,975 |
Filed as: FEINBERG DUMONT & BRENNAN Service code 29 117 MILK ST STE 300 · BOSTON, MA 02109 | Legal | $13,549 |
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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 12.55% | 6.77%+5.8pp | 10.54%+2.0pp | 7.65%+4.9pp |
| Employer contribution / active EE | $41,322 | $23,265+77.6% | $26,782+54.3% | $20,599+100.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |