See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2+ years Filed as: WARREN V. ANNUNZIATA Service code 30 · EIN 11-6218316 | Employee (plan) | $81,725 |
INVESCO2+ years Service code 28 · EIN 91-2052098 | Investment Management | $79,604 |
ORCHARD HILLS CONSULTING, LLC2+ years Filed as: ORCHARD TRUST COMPANY Service code 12 · EIN 84-0467907 | Claims processing | $65,000 |
FIRST NATIONAL BANK OF OMAHA2+ years Filed as: FIRST NATIONAL BANK Service code 28 · EIN 11-0804410 | Investment Management | $52,079 |
VINCENT FEDELE2+ years Filed as: VINCENT GIANNINI Service code 30 · EIN 11-6218316 | Employee (plan) | $37,700 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $28,512 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $25,000 |
STEWART ALTMAN2+ years Service code 29 · EIN 11-2498164 | Legal | $22,100 |
L.H. ROSOFF & CO., LLP2+ years Service code 10 · EIN 13-1239833 | Accounting | $16,000 |
MICHELLE OCHOCINSKI1+ years Filed as: MICHELLE SCIORTINO Service code 30 · EIN 11-6218316 | Employee (plan) | $14,969 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant 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 | $0 | $381,942,733-100.0% | $442,730-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 6.29% | 6.68%-0.4pp | 4.72%+1.6pp | 9.19%-2.9pp |
| Employer contribution / active EE | $2,939 | $25,873-88.6% | $30,821-90.5% | $12,608-76.7% |
| Participant deferral / active EE | $0 | $50-100.0% | $113-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $2,146-100.0% | $2,655,710-100.0% |