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 BELLINI7+ years Service code 15 18 SECATOAG AVENUE · PORT WASHINGTON, NY 11050 | Recordkeeping | $155,769 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,698 |
Filed as: BARNES, IACCARINO & SHEPERD Service code 29 · EIN 26-3858697 | Legal | $31,500 |
RAICH ENDE MALTER & CO. LLP7+ years Service code 10 · EIN 11-2336434 | Accounting | $17,674 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $46,984-100.0% | $65,170-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 29.3%-29.3pp | 5.6%-5.6pp |
| Annual return | -9.11% | 39.77%-48.9pp | 7.07%-16.2pp | 39.77%-48.9pp |
| Employer contribution / active EE | $2,152 | $19,959-89.2% | $34,847-93.8% | $19,959-89.2% |
| Participant deferral / active EE | $0 | $614-100.0% | $4-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $51-100.0% | $62-100.0% |