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 |
|---|---|---|
SLEVIN & HART, P.C.7+ years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $184,459 |
ROSALBA PEREZ5 years Service code 14 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Plan Administrator | $125,595 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $125,200 |
WAGNER & ZWERMAN LLP1 year Filed as: WAGNER & ZWEMAN LLP Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD, SUITE 202 · MELVILLE, NY 11747 | Accounting | $52,373 |
YESENIA MARES7+ years Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $51,122 |
JEAN ADAMS-MENCIK7+ years Filed as: JEAN EDY JOSEPH Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $39,128 |
NELSY RODRIGUEZ1 year Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $35,606 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 255 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $30,976 |
FLORMARIA GONZALEZ1 year Service code 30 · EIN 13-6367793 160 EAST UNION AVENUE · EAST RUTHERFORD, NJ 07073 | Employee (plan); Direct payment from ... | $25,103 |
Filed as: HALPERIN BATTAGLIA BENZIJA, LLP Service code 29 · EIN 20-1472068 40 WALL STREET, 7TH FLOOR · NEW YORK, NY 10005 | Legal | $18,934 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 5.59% | 11.99%-6.4pp | 8.95%-3.4pp | 18.34%-12.8pp |
| Employer contribution / active EE | $9,352 | $18,406-49.2% | $46,559-79.9% | $14,665-36.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |