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 INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $198,414 |
ANGELICA ANGELO3 years Service code 30 · EIN 22-2318984 | Employee (plan) | $63,712 |
CBIZ RETIREMENT PLAN SERVICES6+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $44,212 |
Filed as: LISA COATES-CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $44,212 |
VICTOR GOLDBLAT AND COMPANY LLC6+ years Service code 10 · EIN 22-2201241 | Accounting | $36,685 |
CAMMARATA NULTY AND GARRIGAN LLC2 years Filed as: CAMMARARA NULTY AND GARRIGAN LLC 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 | $2,822,362-100.0% | - | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 0.0%0pp | 0.6%-0.6pp |
| Annual return | 12.68% | 11.45%+1.2pp | 6.53%+6.1pp | 11.45%+1.2pp |
| Employer contribution / active EE | $9,931 | $17,219-42.3% | $36,884-73.1% | $17,219-42.3% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | - | $15,480-100.0% |