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 |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMINISTRATO Service code 13 · EIN 94-3187938 | Contract Administrator | $196,331 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $129,643 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $84,307 |
MCMORGAN & COMPANY LLC1+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $70,891 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 17 · EIN 94-2854958 | Pension Consulting | $68,996 |
PANAGORA ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3063840 | Investment Management | $53,004 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $42,783 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $41,501 |
Filed as: CARROLL & SCULLY Service code 29 · EIN 94-2690827 | Legal | $30,000 |
US BANK1+ years Service code 21 · EIN 94-6102898 | Bank Trustee | $7,457 |
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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 4.82% | 7.18%-2.4pp | 2.89%+1.9pp | 7.18%-2.4pp |
| Employer contribution / active EE | $7,404 | $13,095-43.5% | $39,831-81.4% | $13,095-43.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |