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 |
|---|---|---|
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $126,334 |
MARCIA AZEEZ10+ years Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $122,826 |
Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $89,745 |
MARSELLA VIANI1 year Service code 30 · EIN 13-2569697 | Direct payment from the plan; Employe... | $88,576 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $74,406 |
PITTA LLP8 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $57,195 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
Filed as: ELLENOFF, GROSSMAN & SCHOLE, LLP Service code 29 · EIN 13-3643185 | Legal | $24,000 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK Service code 15 · EIN 13-3408600 | Recordkeeping | $17,529 |
ADP BROKER-DEALER10+ years Filed as: ADP INC Service code 15 · EIN 22-1467904 | Recordkeeping | $6,489 |
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.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.69% | 10.71%0pp | 3.58%+7.1pp | 10.71%0pp |
| Employer contribution / active EE | $8,758 | $14,986-41.6% | $20,383-57.0% | $14,986-41.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |