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 INVESTMENTS9+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $852,847 |
CHEIRON2 years Service code 11 · EIN 13-1215617 | Actuarial | $127,902 |
BRITTANY HILL2 years Filed as: BRITTANY BUFFUM Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $96,615 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047304 | Legal | $81,752 |
THERESA GRILLO2 years Filed as: THERESA CHRISTIAN Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $61,037 |
Filed as: MODERN ADMINISTRATION SYSTEMS Service code 40 22 PUTNAM AVENUE · CAMBRIDGE, MA 02139 | Foreign entity (e.g., an agent or bro... | $58,320 |
DAVID ROMANO2 years Filed as: DAVID ROWE Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $50,869 |
STACY BISHOP2 years Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $46,139 |
KAYLA LAMANDIA2 years Service code 30 · EIN 16-0908576 | Employee (plan); Direct payment from ... | $45,794 |
BRIAN FREEMAN1 year Filed as: BRIAN BOISE Service code 30 · EIN 16-0908576 | Direct payment from the plan; Employe... | $45,672 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.1%-16.1pp | 2.2%-2.2pp |
| Annual return | 11.67% | 9.11%+2.6pp | 9.36%+2.3pp | 9.11%+2.6pp |
| Employer contribution / active EE | $3,155 | $12,231-74.2% | $31,270-89.9% | $12,231-74.2% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |