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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC GLOBAL ASSET MANAGEMENT INC. Service code 28 · EIN 04-3405915 | Investment Management | $221,013 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $104,084 |
MARCIA AZEEZ6+ years Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $94,225 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,453 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $62,500 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
Service code 50 · EIN 13-1098484 | Direct Payment | $16,435 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 15 · EIN 13-3408600 | Recordkeeping | $15,124 |
Filed as: ELLENOFF, GROSSMAN & SCHOLE, LLP Service code 29 · EIN 13-3643185 | Legal | $12,320 |
PITTA LLP4 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $9,340 |
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 | $1,472,696-100.0% | $291,448-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 28.6%-28.6pp | 0.7%-0.7pp |
| Annual return | 32.76% | 13.24%+19.5pp | 6.39%+26.4pp | 13.24%+19.5pp |
| Employer contribution / active EE | $5,111 | $14,616-65.0% | $30,371-83.2% | $14,616-65.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $24-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $7,637-100.0% | $4,137-100.0% |