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 |
|---|---|---|
PENSION ASSURANCE LLP6+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $589,858 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $121,740 |
DARRELL & KING INVESTMENT COUNSELOR4 years Filed as: DARRELL WILLIAMS II Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $76,018 |
LAVERNE DEVALIA4 years Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $70,228 |
ERIC J. FERNANDEZ & CO.4 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $55,457 |
PAMELA A SMITH STRITE4 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $55,454 |
GLENDELLE CAMERON-DIXON2 years Service code 16 12 CARDENTI CT · NEWARK, DE 19702 | Consulting | $46,939 |
BENESYS, INC.4 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $42,951 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,443 |
EVELYN ALAMEDA4 years Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $32,304 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,653 | $56,095-52.5% | $178,490-85.1% | $90,288-70.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 5.31% | 28.81%-23.5pp | 151.07%-145.8pp | 53.97%-48.7pp |
| Employer contribution / active EE | $1,357 | $1,572-13.7% | $5,011-72.9% | $2,524-46.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $369 | $101+266.5% | $13,984-97.4% | $114+223.4% |