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 INVESTMENTS8+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 28 · EIN 04-2452803 | Investment Management | $262,506 |
ANGELICA ANGELO5 years Service code 30 · EIN 22-2318984 | Employee (plan) | $72,000 |
MARK NARDELLA2 years Filed as: MARK CARUSO Service code 30 · EIN 22-2318984 | Employee (plan) | $68,000 |
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $37,708 |
Filed as: LISA COATES-CBIZ Service code 11 · EIN 23-1700844 | Actuarial | $37,707 |
Filed as: VICTOR GOLDBLAT AND COMPANY, LLC Service code 10 · EIN 22-2201241 | Accounting | $35,695 |
DENOIA LAW FIRM1 year Service code 29 · EIN 85-3493615 | Legal | $24,000 |
DONNA MAGGIOLINO8+ years Filed as: DONNA MANNINO Service code 30 · EIN 22-2318984 | Employee (plan) | $7,000 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -14.32% | 2.77%-17.1pp | -9.70%-4.6pp | 2.77%-17.1pp |
| Employer contribution / active EE | $10,961 | $15,262-28.2% | $44,610-75.4% | $15,262-28.2% |
| Participant deferral / active EE | $0 | $691-100.0% | $0 | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |