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, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $82,212 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,833 |
DAVID ROMANO5 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $62,877 |
FRIEDMAN & ANSPACH4 years Service code 29 · EIN 13-3403675 | Legal | $31,246 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
PREMIER TECHNOLOGY SOLUTIONS2 years Filed as: PREMIER TECHNOLOGY SOLUTIONS INC Service code 16 · EIN 13-3933805 | Consulting | $8,659 |
MR. MICROCHIP2 years Filed as: MR. MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $7,578 |
MELAMUD, IRINA2 years Filed as: MELAMUD, IRIMA Service code 10 2383 EAST 14TH STREET -UNIT 1A · BROOKLYN, NY 11229 | Accounting | $7,469 |
Annual investment return 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 | $37,397 | $94,876-60.6% | $82,389-54.6% | $102,872-63.6% |
| Participation rate | 93.0% | 70.6%+22.4pp | 69.5%+23.5pp | 73.0%+20.0pp |
| Annual return | 5.31% | 17.83%-12.5pp | 28.67%-23.4pp | 19.06%-13.8pp |
| Employer contribution / active EE | $2,676 | $3,789-29.4% | $2,517+6.3% | $3,526-24.1% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $291 | $214+35.9% | $7,231-96.0% | $292-0.5% |