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 |
|---|---|---|
Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 13 · EIN 23-2148108 | Contract Administrator | $91,367 |
SCHULTHEIS & PANETTIERI, LLP9 years Service code 10 · EIN 13-1577780 | Accounting | $47,817 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $19,131 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $7,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,141 | $115,744-77.4% | $100,391-74.0% | $199,593-86.9% |
| Participation rate | 43.8% | 85.7%-41.9pp | 81.5%-37.7pp | 72.0%-28.2pp |
| Annual return | 14.19% | 17.79%-3.6pp | 49.20%-35.0pp | 34.25%-20.1pp |
| Employer contribution / active EE | $574 | $3,657-84.3% | $3,942-85.4% | $3,034-81.1% |
| Participant deferral / active EE | $176 | $9,844-98.2% | $8,082-97.8% | $5,087-96.5% |
| Admin fee / account holder | $79 | $93-14.7% | $7,899-99.0% | $269-70.5% |