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 13 · EIN 94-3089465 | Contract Administrator | $443,519 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $412,617 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $388,997 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $374,368 |
Service code 28 · EIN 91-1042342 | Investment Management | $284,873 |
KRAW LAW GROUP8 years Service code 29 · EIN 32-0465891 | Legal | $197,007 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $139,118 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $126,917 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $125,361 |
SALTZMAN & JOHNSON10+ years Filed as: SALTZMAN & JOHNSON LAW CORP Service code 29 · EIN 94-2376174 | Legal | $119,024 |
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.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 6.25% | 10.33%-4.1pp | 8.09%-1.8pp | 9.30%-3.0pp |
| Employer contribution / active EE | $16,383 | $14,972+9.4% | $28,732-43.0% | $12,557+30.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |