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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $377,426 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $211,048 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 77-0645890 | Actuarial | $96,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $79,972 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 258 SAW MILL RIVER ROAD · ELMSFORD, NY 10523 | Legal | $70,342 |
STONE CASTLE REALTY6+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $63,702 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $50,758 |
J.A. MARIANO AGENCY3 years Service code 23 679 LANDIS AVE · BRIDGETON, NJ 08302 | Insurance services; Direct payment fr... | $16,800 |
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.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 13.31% | 9.58%+3.7pp | 9.52%+3.8pp | 11.45%+1.9pp |
| Employer contribution / active EE | $11,807 | $21,155-44.2% | $41,951-71.9% | $17,219-31.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |