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 | $136,260 |
SUGARMAN & SUSSKIND PA4 years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $110,944 |
CAP FINANCIAL PARTNERS, LLC5 years Filed as: CAP TRUST ADVISORS LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $89,784 |
GAMCO ASSET MANAGEMENT3 years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4007862 | Investment Management | $54,087 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $48,402 |
LAPADULA CARLSON & CO8 years Service code 10 · EIN 65-0292391 | Accounting | $39,050 |
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 | 7.56% | 9.24%-1.7pp | 9.65%-2.1pp | 10.71%-3.1pp |
| Employer contribution / active EE | $5,848 | $14,215-58.9% | $26,259-77.7% | $14,986-61.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |