See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $242,338 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $205,036 |
Filed as: STATE STREET Service code 28 PO BOX 5607 · BOSTON, MA 022065607 | Investment Management | $102,002 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $78,425 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $52,299 |
LUCINDA HILBERT1 year Service code 35 · EIN 04-6119050 | Employee (plan sponsor) | $42,937 |
SILVIA PEREZ1 year Filed as: SILVIA SANCHEZ Service code 35 · EIN 04-6119050 | Employee (plan sponsor) | $37,637 |
JIUVER CAMPOS1 year Service code 35 · EIN 04-6119050 | Employee (plan sponsor) | $25,744 |
Filed as: THE GOLDEN MANET PRESS INC Service code 36 86 ROBERTSON STREET · QUINCY, MA 02169 | Direct payment from the plan; Copying... | $18,106 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $145,218-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -4.82% | -1.95%-2.9pp | -0.67%-4.2pp | -1.95%-2.9pp |
| Employer contribution / active EE | $903 | $9,243-90.2% | $31,731-97.2% | $9,243-90.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $473-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $28,383-100.0% | $62,356-100.0% |