See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH1+ years Filed as: PIERCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $64,955 |
SONDRA CHAVEZ1+ years Filed as: SONDRA VORHIS Service code 14 · EIN 22-3163161 | Plan Administrator | $23,142 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 | Actuarial | $16,770 |
DAVID ROMANO1+ years Filed as: DAVID KLINE Service code 29 137 BARTON ROAD · PENNELLVILLE, NY 13132 | Legal | $16,160 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA Service code 29 · EIN 15-0347943 | Legal | $15,321 |
ASHLEY TILEBEIN1+ years Service code 14 · EIN 22-3163161 | Plan Administrator | $15,156 |
CDLM & COMPANY1+ years Filed as: CDLM & COMPANY LLP Service code 10 · EIN 16-1171627 | Accounting | $11,500 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -2.85% | 3.12%-6.0pp | 4.16%-7.0pp | 4.56%-7.4pp |
| Employer contribution / active EE | $9,088 | $10,957-17.1% | $29,966-69.7% | $15,526-41.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |