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 INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $630,890 |
CHEIRON4+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $121,260 |
MARY DELANEY CERETTO4+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $111,762 |
DAVID ROMANO4+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $66,727 |
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $53,774 |
THERESA GRILLO4+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $51,679 |
CHRISTINE M. BEVARD4+ years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $49,338 |
PRONEXUS LLC1 year Filed as: PRONEXUS Service code 49 115 SULLYS TRAIL 11 · PITTSFORD, NY 14534 | Other Services | $36,245 |
J.A. MARIANO AGENCY4+ years Service code 22 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Insurance Broker | $34,572 |
JULIE VISINTINE1 year Filed as: JULIE LOFTIN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $32,880 |
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.
Annual investment return 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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -6.37% | -1.27%-5.1pp | -0.67%-5.7pp | 33.37%-39.7pp |
| Employer contribution / active EE | $2,608 | $12,021-78.3% | $31,731-91.8% | $11,253-76.8% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |