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 |
|---|---|---|
NEBA3+ years Service code 13 · EIN 65-0498809 | Contract Administrator | $105,190 |
SUGARMAN & SUSSKIND PA3+ years Filed as: SUGARMAN AND SUSSKIND Service code 29 · EIN 59-2539792 | Legal | $84,000 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 27 · EIN 48-1305000 | Advisory (Plan) | $77,668 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $46,235 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $37,958 |
SAWGRASS ASSET MANAGEMENT3+ years Service code 28 · EIN 59-3488505 | Investment Management | $36,648 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $19,000 |
RHUMBLINE ADVISORS3+ years Filed as: RHUMBLINE ADVISORS CORP Service code 28 · EIN 04-3118582 | Investment Management | $18,611 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 59-6510428 | Securities Custodian | $18,325 |
IBEW-NECA SERVICE CENTER3+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-1953076 | Other Services | $16,877 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.01% | 11.78%-2.8pp | 8.32%+0.7pp | 23.90%-14.9pp |
| Employer contribution / active EE | $3,509 | $11,309-69.0% | $30,793-88.6% | $16,539-78.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |