See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,234,895 |
COLLEEN BRINDISI2 years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $170,446 |
Service code 10 · EIN 04-3652965 | Accounting | $89,371 |
DARREN TURTON8+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $75,513 |
Filed as: FRANK GREENBERG Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $40,102 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
STARFIRE PRINTING2 years Service code 36 751 COATES AVE N 31 · HOLBROOK, NY 11741 | Copying and duplicating; Direct payme... | $37,696 |
GAIL MILLS1 year Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $31,551 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 | Actuarial | $29,940 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $28,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,028 | $76,774+21.2% | $112,228-17.1% | $77,904+19.4% |
| Participation rate | 88.8% | 80.2%+8.6pp | 75.1%+13.7pp | 73.7%+15.1pp |
| Annual return | -15.71% | -10.25%-5.5pp | 27.45%-43.2pp | 12.21%-27.9pp |
| Employer contribution / active EE | $4,931 | $3,977+24.0% | $3,635+35.7% | $2,848+73.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $445 | $239+86.2% | $6,410-93.1% | $133+235.7% |