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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.
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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 |
|---|---|---|
LAZARD ASSET MANAGEMENT9 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $107,927 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $77,587 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $44,688 |
HIGH LEVEL TECHNOLOGIES INC9 years Service code 16 · EIN 26-2309928 | Consulting | $41,236 |
DAHAB ASSOCIATES9 years Filed as: DAHAB ASSOCIATES INC Service code 27 · EIN 11-2783874 | Advisory (Plan) | $38,225 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $32,125 |
LAVELLE LAW & ASSOCIATES PC9 years Service code 29 · EIN 81-3811964 | Legal | $20,700 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $20,439 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $18,107 |
Service code 28 · EIN 54-1288566 | Investment Management | $15,590 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,528 | $103,641-44.5% | $107,525-46.5% | $102,872-44.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | -10.43% | 13.08%-23.5pp | 181.32%-191.7pp | 19.06%-29.5pp |
| Employer contribution / active EE | $2,803 | $5,096-45.0% | $3,754-25.3% | $3,526-20.5% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $355 | $276+28.5% | $8,919-96.0% | $292+21.4% |