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 10-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 |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $92,061 |
VOYAGER ASSET MANAGEMENT2+ years Filed as: VOYAGER CAPITAL MANAGEMENT Service code 51 875 TOWNLINE ROAD, SUITE 100 · LAKE GENEVA, WI 53147 | Investment Mgmt Fees | $75,893 |
GERALD WESBECKER2+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Employee (plan); Direct payment from ... | $67,003 |
MARCIA AZEEZ2+ years Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Employee (plan); Direct payment from ... | $63,787 |
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 | Accounting | $47,587 |
THE BANK OF NEW YORK MELLON2+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-6195557 | Securities Custodian | $44,184 |
ROBERT SALTZSTEIN, ESQ.2+ years Service code 29 · EIN 13-3027446 | Legal | $24,000 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $19,804 |
ADP BROKER-DEALER2+ years Filed as: ADP INC Service code 15 1 PENN PLAZA · NEW YORK, NY 10119 | Recordkeeping | $7,428 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 7.64% | 13.03%-5.4pp | 10.36%-2.7pp | 23.90%-16.3pp |
| Employer contribution / active EE | $3,600 | $15,779-77.2% | $37,738-90.5% | $16,539-78.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |