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 INVESTMENTS7+ years Filed as: SEI Service code 28 · EIN 06-1271230 | Investment Management | $151,513 |
BHMS7+ years Service code 28 · EIN 20-4742534 | Investment Management | $118,435 |
KATHERINE VELAZQUEZ3 years Service code 30 | Employee (plan) | $80,611 |
NANCY FERGUSON3 years Filed as: NANCY FIGUEROA Service code 30 | Employee (plan) | $56,562 |
BASIL CASTROVINCI ASSOCIATES INC7+ years Filed as: BASIL CASTROVINCI Service code 11 · EIN 13-2831500 | Actuarial | $54,975 |
ROTHMAN, ROCCO, LARUFFA, LLP6 years Filed as: ROTHMAN ROCCO AND LARUFFA Service code 29 · EIN 13-3341720 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $52,507 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA Service code 28 · EIN 20-0461050 | Investment Management | $46,748 |
JOANNE LANGONE3 years Filed as: JOANNE JEUNE Service code 30 | Employee (plan) | $45,123 |
LORRAINE CASTLE3 years Filed as: LORRAINE DIXON Service code 30 | Employee (plan) | $38,045 |
CASTIGLIA LLP7+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $34,256 |
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 | $444,552-100.0% | $274,299-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 39.8%-39.8pp | 3.7%-3.7pp |
| Annual return | 15.05% | 15.63%-0.6pp | 8.84%+6.2pp | 15.63%-0.6pp |
| Employer contribution / active EE | $2,924 | $11,476-74.5% | $67,446-95.7% | $11,476-74.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $46,528-100.0% | $429-100.0% |