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 |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $105,265 |
BHMS5+ years Service code 28 · EIN 20-4742534 | Investment Management | $100,409 |
BARBARA GILL5+ years Filed as: BARBARA SMITH Service code 30 · EIN 13-6567359 | Employee (plan) | $89,165 |
LISA FONTAINE5+ years Service code 30 · EIN 13-6567359 | Employee (plan) | $84,956 |
KATHERINE VELAZQUEZ1 year Service code 30 · EIN 13-6567359 | Employee (plan) | $64,263 |
NANCY FERGUSON1 year Filed as: NANCY FIGUEROA Service code 30 · EIN 13-6567359 | Employee (plan) | $57,522 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $53,290 |
AGATHA JACK1 year Service code 30 · EIN 13-6567359 | Employee (plan) | $50,838 |
ATALANTA SOSNOFF5+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $46,725 |
JOANNE LANGONE1 year Filed as: JOANNE JEUNE Service code 30 · EIN 13-6567359 | Employee (plan) | $45,035 |
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.
Employer contribution per participant 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 | $341,093,897-100.0% | $336,625-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 51.5%-51.5pp | 0.0%0pp |
| Annual return | 19.24% | 21.83%-2.6pp | 10.36%+8.9pp | 21.83%-2.6pp |
| Employer contribution / active EE | $2,428 | $12,237-80.2% | $52,561-95.4% | $12,237-80.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,349-100.0% | $1,551,325-100.0% |