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 |
|---|---|---|
Service code 14 · EIN 94-3089465 | Plan Administrator | $178,318 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $93,333 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $80,228 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $77,270 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $56,822 |
MCMORGAN & COMPANY LLC10+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $42,309 |
LAW OFFICES OF CARROLL AND SCULLY10+ years Filed as: CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $34,550 |
Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 93-3249244 | Insurance Commissions | $9,209 |
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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 14.87% | 10.71%+4.2pp | 13.01%+1.9pp | 10.71%+4.2pp |
| Employer contribution / active EE | $14,461 | $14,986-3.5% | $35,911-59.7% | $14,986-3.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $91-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |