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 |
|---|---|---|
ATALANTA SOSNOFF10+ years Service code 28 · EIN 20-0461050 | Investment Management | $317,599 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $266,606 |
KOBGO ASSOCIATES10+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $178,600 |
JAMES A. REICHERT10+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $166,214 |
CAROLE PESIRI10+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $145,565 |
ASB CAPITAL MANAGEMENT10+ years Service code 20 · EIN 80-0618452 | Investment management; Trustee (bank,... | $144,641 |
ANDREW FAIR, ESQ.4 years Filed as: ANDREW BREW Service code 30 · EIN 13-3473497 | Employee (plan) | $134,710 |
BJ DEONARAIN8 years Service code 30 · EIN 13-3208565 | Employee (plan) | $127,393 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $121,786 |
Service code 29 · EIN 11-2621686 | Legal | $117,750 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.93% | 10.50%-0.6pp | 9.65%+0.3pp | 9.22%+0.7pp |
| Employer contribution / active EE | $13,657 | $14,720-7.2% | $26,259-48.0% | $13,567+0.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |