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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 13 · EIN 23-1707341 | Contract Administrator | $1,037,051 |
Service code 19 · EIN 34-1974250 | Securities Custodian | $194,878 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $186,000 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $134,543 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 · EIN 27-3666661 | Actuarial | $107,588 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER & CHIARAMONTE, CPAS, P Service code 10 · EIN 14-1624930 | Accounting | $36,000 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $11,739 |
BLITMAN & KING1 year Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $6,065 |
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.
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 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 10.82% | 8.48%+2.3pp | 37.43%-26.6pp | 9.22%+1.6pp |
| Employer contribution / active EE | $18,421 | $8,226+123.9% | $38,058-51.6% | $13,567+35.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |