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 |
|---|---|---|
THE MCKEOGH COMPANY8 years Filed as: THE MCKEOGH CO Service code 11 · EIN 23-3003375 | Actuarial | $51,588 |
BBP OF DVI9+ years Service code 13 · EIN 23-1939024 | Contract Administrator | $28,937 |
THOMAS J MCGOLDRICK ESQ9+ years Service code 29 · EIN 24-3228340 | Legal | $25,107 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $16,968 |
ANTHONY M PONTARELLI CPA LLC9+ years Service code 10 · EIN 32-0048632 | Accounting | $15,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 43.57% | 11.08%+32.5pp | 8.09%+35.5pp | 8.76%+34.8pp |
| Employer contribution / active EE | $12,206 | $13,876-12.0% | $28,732-57.5% | $16,627-26.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |