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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: SEI INVESTMENT MANAGEMENT CORP. Service code 21 · EIN 23-1707341 | Bank Trustee | $1,415,059 |
Service code 10 · EIN 16-1120588 | Accounting | $109,724 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $105,781 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $88,722 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NE, INC. Service code 11 · EIN 27-3666661 | Actuarial | $79,250 |
SLEVIN & HART, P.C.9 years Service code 29 · EIN 52-1708613 | Legal | $70,446 |
Filed as: PRINCIPAL Service code 19 · EIN 51-0099493 | Securities Custodian | $44,261 |
Filed as: ARCARA, ZUCARELLI, LENDA & ASSOC. Service code 10 · EIN 47-1793720 | Accounting | $36,966 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SVC, INC. Service code 22 · EIN 46-0619194 | Insurance Broker | $28,296 |
UPSTATE ADVISORS GROUP7 years Service code 27 · EIN 16-1540179 | Advisory (Plan) | $24,800 |
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.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 29.45% | 10.50%+18.9pp | 9.65%+19.8pp | 9.22%+20.2pp |
| Employer contribution / active EE | $16,253 | $14,720+10.4% | $26,259-38.1% | $13,567+19.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |