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 INVESTMENTS5+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $644,989 |
CHEIRON5+ years Filed as: CHEIRON,INC. Service code 11 · EIN 13-1215617 | Actuarial | $132,591 |
MARY DELANEY CERETTO5+ years Filed as: MARY BETH BARRETT Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $115,102 |
DAVID ROMANO5+ years Filed as: DAVID M. ROWE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $69,221 |
THERESA GRILLO5+ years Filed as: THERESA A. CHRISTIAN Service code 30 · EIN 16-0908576 | Employee (plan) | $55,768 |
CHRISTINE M. BEVARD5+ years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $50,998 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $50,452 |
J.A. MARIANO AGENCY5+ years Service code 22 679 LANDIS AVENUE · ROSENHAYN, NJ 08352 | Insurance Broker | $35,660 |
JULIE VISINTINE2 years Filed as: JULIE LOFTIN Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $31,510 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $28,895 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 15.17% | 21.83%-6.7pp | 12.93%+2.2pp | 21.83%-6.7pp |
| Employer contribution / active EE | $2,674 | $12,237-78.1% | $35,210-92.4% | $12,237-78.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |