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 |
|---|---|---|
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 12 425 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Claims processing; Direct payment fro... | $129,936 |
RAE GROUP LLC4 years Filed as: RAE GROUP, LLC Service code 11 · EIN 83-4646394 | Actuarial | $64,885 |
JFL INT'L EQUITY FUND11+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $64,794 |
AMERICAN REALTY ADVISORS11+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $53,969 |
HAEFELE, FLANAGAN AND CO.4 years Service code 10 · EIN 22-3008776 | Accounting | $45,900 |
DAHAB ASSOCIATES11+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $30,776 |
GARCIA HAMILTON & ASSOCIATES11+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $29,698 |
EAST POINT DATA8 years Service code 16 · EIN 22-3123583 | Consulting | $27,720 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM11+ years Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 · EIN 22-1973215 | Legal | $26,370 |
FISCHER DORWART, P.C.11+ years Service code 10 · EIN 23-2247478 | Accounting | $19,138 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.60% | 10.71%-0.1pp | 16.77%-6.2pp | 10.71%-0.1pp |
| Employer contribution / active EE | $4,677 | $14,986-68.8% | $28,306-83.5% | $14,986-68.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |