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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 28 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $88,066 |
NEBA3+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33186 | Contract Administrator | $84,000 |
SUGARMAN & SUSSKIND PA3+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $75,883 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 1040 CROWN POINTE PARKWAY · ATLANTA, GA 30338 | Actuarial | $64,562 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 570 E. YORK ST. · SAVANNAH, GA 31401 | Advisory (Plan) | $60,000 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $51,928 |
Filed as: BNY MELLON Service code 19 101 BARCLAY ST. 20 FLOOR · NEW YORK, NY 10286 | Securities Custodian | $29,207 |
MEPT1 year Service code 19 7315 WISCONSIN AVE. 350W · BETHESDA, MD 20814 | Securities Custodian | $21,473 |
KSDT & CO, LLC.3+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $9,423 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $7,891 |
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 8.92% | -1.53%+10.5pp | -2.18%+11.1pp | -0.69%+9.6pp |
| Employer contribution / active EE | $5,701 | $14,498-60.7% | $38,751-85.3% | $16,786-66.0% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |