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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $206,673 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $186,627 |
WALTER SARACENI8+ years Service code 30 · EIN 13-3877439 | Employee (plan); Direct payment from ... | $134,134 |
GLORIA CANCELLIERE6 years Filed as: GLORIA MATERON Service code 30 · EIN 13-3877439 | Employee (plan); Direct payment from ... | $87,950 |
WENDY WEISS6 years Filed as: WENDY SALVATIERRA Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $85,914 |
VIRGINIA & AMBINDER, LLP8+ years Service code 29 · EIN 13-4166736 | Legal | $59,884 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 17 · EIN 04-2659023 | Pension Consulting | $40,000 |
O'DONOGHUE & O'DONOGHUE8+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $39,932 |
Filed as: PREMIER TECHNOLOGY SOLUTIONS, INC. Service code 15 232 MADISON AVE. · NEW YORK, NY 10016 | Recordkeeping | $31,147 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,486 | $76,774+92.1% | $112,228+31.4% | $77,904+89.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -15.49% | -10.25%-5.2pp | 27.45%-42.9pp | 12.21%-27.7pp |
| Employer contribution / active EE | $6,796 | $3,977+70.9% | $3,635+87.0% | $2,848+138.7% |
| Participant deferral / active EE | $4,946 | $3,778+30.9% | $4,728+4.6% | $4,806+2.9% |
| Admin fee / account holder | $315 | $239+31.7% | $6,410-95.1% | $133+137.3% |