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 |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENT COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $457,743 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $201,510 |
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $151,200 |
WARD FISHER & COMPANY8 years Filed as: WARD, FISHER, & CO. Service code 10 · EIN 05-0234540 | Accounting | $99,040 |
RODIO & URSILLO10+ years Service code 29 · EIN 05-0398359 | Legal | $64,200 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $10,200 |
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.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 8.57% | 9.27%-0.7pp | 37.43%-28.9pp | 10.71%-2.1pp |
| Employer contribution / active EE | $18,475 | $14,139+30.7% | $38,058-51.5% | $14,986+23.3% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |