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 CORDISCO2+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $93,542 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $88,986 |
COMERFORD AND DOUGHERTY LLP2+ years Service code 29 · EIN 20-4155471 | Legal | $58,167 |
S.A. KOENIG & ASSOCIATES, CPAS P.C.2+ years Service code 10 · EIN 11-3141654 | Accounting | $46,632 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 | Actuarial | $40,500 |
MARIANNE STAITI2+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $36,945 |
SARONA HOOKS-EVANS2+ years Service code 30 · EIN 11-6042885 | Employee (plan) | $33,395 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,500 |
EATON VANCE2+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 51 · EIN 04-3101341 | Investment Mgmt Fees | $16,823 |
ATALANTA SOSNOFF2+ years Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $10,596 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 3.36% | 3.49%-0.1pp | 4.16%-0.8pp | 7.18%-3.8pp |
| Employer contribution / active EE | $10,043 | $11,083-9.4% | $29,966-66.5% | $13,095-23.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |