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 | $896,888 |
CHEIRON3 years Service code 11 · EIN 13-1215617 | Actuarial | $213,428 |
BRITTANY HILL3 years Filed as: BRITTANY BUFFUM Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $110,261 |
DAVID ROMANO3 years Filed as: DAVID ROWE Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $81,018 |
Filed as: MODERN ADMINISTRATION SYSTEMS Service code 40 22 PUTNAM AVENUE · CAMBRIDGE, MA 02139 | Foreign entity (e.g., an agent or bro... | $71,580 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $66,642 |
STACY BISHOP3 years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $54,631 |
KAYLA LAMANDIA3 years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $49,572 |
THERESA GRILLO3 years Filed as: THERESA CHRISTIAN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $37,346 |
TINA TATUM1 year Filed as: TINA TURNER Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $33,963 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 8.17% | 9.30%-1.1pp | 8.34%-0.2pp | 9.30%-1.1pp |
| Employer contribution / active EE | $2,860 | $12,557-77.2% | $30,799-90.7% | $12,557-77.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |