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 |
|---|---|---|
VANESSA SCHARF2 years Filed as: VANESSA WHARTON Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $96,097 |
DENISE DELHAYE6 years Filed as: DENISE ORTIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $91,799 |
KELSEY HARDIN1 year Filed as: KELSEY SOTO-FELIZ Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $85,676 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $67,500 |
Filed as: BRIDGEWAY BENEFIT TECHNOLIGOES Service code 15 · EIN 52-1796473 | Recordkeeping | $60,189 |
Filed as: JOSEPH RED Service code 30 · EIN 11-2758544 | Recordkeeping fees; Employee (plan) | $59,794 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $59,400 |
PEARSON EDUCATION INC2 years Filed as: PEARSON KYSHIMA Service code 30 · EIN 11-2758544 | Employee (plan); Recordkeeping fees | $51,779 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $48,825 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $41,405 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.48% | 7.96%-0.5pp | 5.17%+2.3pp | 8.76%-1.3pp |
| Employer contribution / active EE | $3,991 | $15,125-73.6% | $26,422-84.9% | $16,627-76.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |