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 INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $160,886 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $69,567 |
Filed as: LISA COATES- CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $69,567 |
ANGELICA ANGELO2 years Service code 30 · EIN 22-2318984 | Employee (plan) | $61,154 |
DONNA MAGGIOLINO5+ years Filed as: DONNA MANNINO Service code 30 · EIN 22-2318984 | Employee (plan) | $57,187 |
MARIA BANCHS5+ years Filed as: MARIA FORTE Service code 30 · EIN 22-2318984 | Employee (plan) | $50,596 |
VICTOR GOLDBLAT AND COMPANY LLC5+ years Service code 10 · EIN 22-2201241 | Accounting | $30,923 |
CAMMARATA NULTY AND GARRIGAN LLC1 year Filed as: CAMMARARA NULTY AND GARRIGAN LLC Service code 29 · EIN 22-3485273 | Legal | $21,000 |
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.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 18.09% | 53.27%-35.2pp | 9.69%+8.4pp | 53.27%-35.2pp |
| Employer contribution / active EE | $9,117 | $14,774-38.3% | $42,379-78.5% | $14,774-38.3% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $0 | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |