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 8-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 |
|---|---|---|
ANGELO CORDISCO1+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $87,483 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $81,896 |
COMERFORD AND DOUGHERTY LLP1+ years Service code 29 · EIN 20-4155471 | Legal | $52,319 |
S.A. KOENIG & ASSOCIATES, CPAS P.C.1+ years Service code 10 · EIN 11-3141654 | Accounting | $50,213 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 | Actuarial | $39,200 |
MARIANNE STAITI1+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $35,204 |
SARONA HOOKS-EVANS1+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $32,357 |
PENZONE & COMPANY CPAS1+ years Service code 10 · EIN 20-1996298 | Accounting | $23,492 |
EATON VANCE1+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 51 · EIN 04-3101341 | Investment Mgmt Fees | $19,867 |
ATALANTA SOSNOFF1+ years Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $10,157 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.81% | 0.68%-2.5pp | -1.61%-0.2pp | -0.60%-1.2pp |
| Employer contribution / active EE | $8,381 | $10,568-20.7% | $30,840-72.8% | $12,272-31.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |