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 |
|---|---|---|
NEBA8+ years Filed as: NEBA INC. Service code 13 2010 N.W. 150TH AVE · PEMBROKE PINES, FL 33186 | Contract Administrator | $97,973 |
SUGARMAN & SUSSKIND PA8+ years Filed as: SUGARMAN & SUSSKIND, PA Service code 29 100 MIRACLE MILE · CORAL GABLES, FL 33134 | Legal | $75,000 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 7402 HODGSON MEMORIAL · SAVANNAH, GA 31406 | Advisory (Plan) | $60,000 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 3438 SOLUTIONS CENTER · CHICAGO, IL 60677 | Actuarial | $53,299 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $37,837 |
MEPT6 years Service code 28 7315 WISCONSIN AVE. 350W · BETHESDA, MD 20814 | Investment Management | $26,243 |
KSDT & CO, LLC.8+ years Service code 10 1625 N COMMERCE BLVD 315 · WESTON, FL 33326 | Accounting | $11,340 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $10,506 |
US BANK5 years Service code 19 7TH WASHINGTON · ST. LOUIS, MO 63101 | Securities Custodian | $4,500 |
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 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 6.06% | 9.98%-3.9pp | 12.68%-6.6pp | 22.81%-16.7pp |
| Employer contribution / active EE | $5,938 | $15,842-62.5% | $41,588-85.7% | $18,290-67.5% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |