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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $64,302 |
FRIEDMAN & ANSPACH1 year Service code 29 · EIN 13-3403675 | Legal | $31,145 |
DAVID ROMANO2 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $31,068 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $13,191 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,000 |
IRINA HONCZARENKO1 year Filed as: IRINA MELAMUD Service code 10 2383 EAST 14TH ST, UNIT 1A · BROOKLY, NY 11229 | Accounting | $5,088 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $4,365 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,469 | $63,321-50.3% | $68,791-54.3% | $77,904-59.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -5.36% | -6.50%+1.1pp | -6.38%+1.0pp | 12.21%-17.6pp |
| Employer contribution / active EE | $1,435 | $2,794-48.6% | $2,655-46.0% | $2,848-49.6% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $201 | $104+92.9% | $4,932-95.9% | $133+51.8% |