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 INVESTMENTS9+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $236,499 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $61,208 |
BLITMAN & KING9+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $50,553 |
RENEE SAGER9+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $44,277 |
TOBIE WEILAND9+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $31,050 |
UPSTATE ADVISORS GROUP6 years Service code 16 · EIN 16-1540179 | Consulting | $21,200 |
WITHUMSMITH+BROWN, PC9+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $19,325 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Service code 10 · EIN 16-1120588 | Accounting | $16,633 |
JENNIFER KELLNER7 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $14,532 |
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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 47.30% | 8.17%+39.1pp | 9.14%+38.2pp | 7.65%+39.6pp |
| Employer contribution / active EE | $19,276 | $17,261+11.7% | $40,544-52.5% | $20,599-6.4% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |