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 BELLINI9+ years Service code 15 18 SECATOAG AVENUE · PORT WASHINGTON, NY 11050 | Recordkeeping | $172,210 |
Filed as: BARNES, IACCARINO & SHEPERD LLP Service code 29 · EIN 26-3858697 | Legal | $54,910 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $40,700 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $17,674 |
ZAPKEN & LOEB LLP2 years Service code 10 · EIN 11-3118865 | Accounting | $7,000 |
HBK CPAS & CONSULTANTS1 year Service code 10 · EIN 03-4189722 | Accounting | $6,000 |
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 8.37% | 8.76%-0.4pp | 148.21%-139.8pp | 8.76%-0.4pp |
| Employer contribution / active EE | $2,186 | $16,627-86.9% | $26,792-91.8% | $16,627-86.9% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |