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 |
|---|---|---|
NEBA4+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVENUE · PEMBROKE PINES, FL 33186 | Contract Administrator | $89,271 |
SUGARMAN & SUSSKIND PA4+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $76,700 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 1251 AVENUE OF THE AMERIC · NEW YORK, NY 10020 | Investment Management | $65,705 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 7402 HODGSON MEMORIAL · SAVANNAH, GA 31406 | Advisory (Plan) | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 3438 SOLUTIONS CENTER · CHICAGO, IL 60677 | Actuarial | $50,679 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $43,205 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 101 BARCLAY ST. 20 FLOOR · NEW YORK, NY 10286 | Securities Custodian | $21,700 |
MEPT2 years Service code 19 7315 WISCONSIN AVE. 350W · BETHESDA, MD 20814 | Securities Custodian | $16,418 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $12,070 |
KSDT & CO, LLC.4+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $10,714 |
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 3.76% | 18.13%-14.4pp | 14.64%-10.9pp | 16.32%-12.6pp |
| Employer contribution / active EE | $6,125 | $23,138-73.5% | $41,831-85.4% | $17,007-64.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |