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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $133,400 |
MARIA BANCHS3+ years Filed as: MARIA FORTE Service code 30 · EIN 22-2318984 | Employee (plan) | $109,039 |
DONNA MAGGIOLINO3+ years Filed as: DONNA MANNINO Service code 30 · EIN 22-2318984 | Employee (plan) | $57,187 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $28,699 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: LISA COATES CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $28,600 |
VICTOR GOLDBLAT AND COMPANY LLC3+ years Service code 10 · EIN 22-2201241 | Accounting | $26,351 |
CAMMARATA NULTY AND GARRIGAN LLC3+ years Service code 29 · EIN 22-3485273 | Legal | $21,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $15,990-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 20.0%-20.0pp | 1.9%-1.9pp |
| Annual return | 14.83% | 23.90%-9.1pp | 8.74%+6.1pp | 23.90%-9.1pp |
| Employer contribution / active EE | $9,498 | $16,539-42.6% | $19,869-52.2% | $16,539-42.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $0 | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $627-100.0% | $18,975-100.0% |