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 |
|---|---|---|
THOMAS BEAL2+ years Filed as: THOMAS CAULA Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $196,583 |
HIGHTOWER ADVISORS LLC2+ years Service code 28 · EIN 26-2270729 | Investment Management | $174,207 |
EVAN GREENBERG2+ years Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $84,573 |
DAVID HARRIS2+ years Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $53,093 |
RICHARD J. WOLF & COMPANY2+ years Filed as: RICHARD GALLO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $49,770 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $44,316 |
APPLIED BUSINESS SOLUTIONS2+ years Service code 16 · EIN 22-2875533 | Consulting | $34,650 |
ADAM S. HARRIS, PC2+ years Service code 29 10 DERRI COURT · DIX HILLS, NY 11746 | Legal | $27,080 |
JOYCE A. CAMARILLO2+ years Filed as: JOYCE NICASTRO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $26,189 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN T. NAHOUM, INC. Service code 11 41 DUNBAR ROAD · PALM BEACH GARDENS, FL 33418 | Actuarial | $21,105 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 6.39% | 13.03%-6.6pp | 10.36%-4.0pp | 23.90%-17.5pp |
| Employer contribution / active EE | $2,449 | $15,779-84.5% | $37,738-93.5% | $16,539-85.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |