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 |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFIT PLAN Service code 14 · EIN 65-0498809 | Plan Administrator | $121,455 |
SUGARMAN & SUSSKIND PA3 years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $104,135 |
CAP FINANCIAL PARTNERS, LLC4 years Filed as: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $84,228 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4007862 | Investment Management | $58,824 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $45,282 |
LAPADULA CARLSON & CO7 years Service code 10 · EIN 65-0292391 | Accounting | $39,924 |
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.
Annual investment return 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 | 6.84% | 11.08%-4.2pp | 8.09%-1.3pp | 8.76%-1.9pp |
| Employer contribution / active EE | $5,014 | $13,876-63.9% | $28,732-82.5% | $16,627-69.8% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |