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 INVESTMENTS7+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $264,624 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $62,290 |
RENEE SAGER7+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $44,457 |
JOSEPH W. MCCARTHY & ASSOCIATES7+ years Service code 10 · EIN 16-1120588 | Accounting | $39,047 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $29,934 |
TOBIE WEILAND7+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $24,123 |
UPSTATE ADVISORS GROUP4 years Service code 16 · EIN 16-1540179 | Consulting | $17,800 |
JENNIFER KELLNER5 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $16,548 |
WITHUMSMITH+BROWN, PC7+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $16,375 |
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -5.84% | -0.56%-5.3pp | -3.21%-2.6pp | 39.77%-45.6pp |
| Employer contribution / active EE | $17,477 | $21,553-18.9% | $46,019-62.0% | $19,959-12.4% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |