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 | $399,489 |
COLLEEN BRINDISI3 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $179,033 |
Service code 10 · EIN 04-3652965 | Accounting | $122,745 |
DARREN TURTON9+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $77,048 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $58,000 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $43,000 |
Filed as: FRANK GREENBERG Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $40,026 |
GAIL MILLS2 years Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $33,422 |
BARNES, IACCARINO & SHEPHERD LLP9+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $25,000 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $20,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,219 | $88,480+15.5% | $96,683+5.7% | $80,160+27.5% |
| Participation rate | 88.1% | 79.9%+8.2pp | 74.3%+13.8pp | 72.9%+15.2pp |
| Annual return | 15.51% | 22.53%-7.0pp | 35.69%-20.2pp | 40.38%-24.9pp |
| Employer contribution / active EE | $4,984 | $4,176+19.3% | $3,737+33.4% | $2,978+67.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $292 | $212+38.1% | $6,730-95.7% | $145+101.7% |