See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS10+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $261,126 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $79,099 |
RENEE SAGER10+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $48,837 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $46,550 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Service code 10 · EIN 16-1120588 | Accounting | $34,588 |
TOBIE WEILAND10+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $21,941 |
UPSTATE ADVISORS GROUP7 years Service code 16 · EIN 16-1540179 | Consulting | $21,200 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $19,885 |
WILMINGTON TRUST1 year Service code 50 · EIN 16-1486454 | Direct Payment | $17,062 |
JENNIFER KELLNER8 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $15,826 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | 9.21% | 9.27%-0.1pp | 37.43%-28.2pp | 10.71%-1.5pp |
| Employer contribution / active EE | $22,137 | $14,139+56.6% | $38,058-41.8% | $14,986+47.7% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |