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 INVESTMENTS2+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $494,976 |
CHEIRON2+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $127,912 |
MARY DELANEY CERETTO2+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $103,354 |
DAVID ROMANO2+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $61,698 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $52,943 |
MARIE MOSSA2+ years Filed as: MARIE E. STANCZYK Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $46,525 |
THERESA GRILLO2+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $45,606 |
CHRISTINE M. BEVARD2+ years Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $39,786 |
J.A. MARIANO AGENCY2+ years Service code 22 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Insurance Broker | $32,772 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $28,345 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.34% | 5.69%+1.6pp | 3.97%+3.4pp | 9.19%-1.9pp |
| Employer contribution / active EE | $2,012 | $14,808-86.4% | $28,168-92.9% | $12,608-84.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |