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 |
|---|---|---|
NINA BELLINI6+ years Service code 15 18 SECATOAG AVENUE · PORT WASHINGTON, NY 11050 | Recordkeeping | $187,430 |
Filed as: BARNES, IACCARINO & SHEPERD Service code 29 · EIN 26-3858697 | Legal | $38,730 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $36,615 |
RAICH ENDE MALTER & CO. LLP6+ years Service code 10 · EIN 11-2336434 | Accounting | $26,862 |
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 | $1,472,696-100.0% | $161,924-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 34.6%-34.6pp | 0.7%-0.7pp |
| Annual return | 29.64% | 13.24%+16.4pp | 10.41%+19.2pp | 13.24%+16.4pp |
| Employer contribution / active EE | $2,041 | $14,616-86.0% | $31,248-93.5% | $14,616-86.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $4-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,130-100.0% | $4,137-100.0% |