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 INVESTMENTS3+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $532,781 |
CHEIRON3+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $133,240 |
MARY DELANEY CERETTO3+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $102,512 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047304 | Legal | $73,926 |
DAVID ROMANO3+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $63,549 |
THERESA GRILLO3+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $48,072 |
MARIE MOSSA3+ years Filed as: MARIE E. STANCZYK Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $47,921 |
MONICA VALLADARES1 year Filed as: MONICA HANSON Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $41,230 |
CHRISTINE M. BEVARD3+ years Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $41,061 |
J.A. MARIANO AGENCY3+ years Service code 22 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Insurance Broker | $34,589 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.42% | 13.46%0pp | 9.39%+4.0pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,166 | $16,846-87.1% | $33,466-93.5% | $14,688-85.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |