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 |
|---|---|---|
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $70,000 |
NICHOLAS ZANCZUK8 years Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $59,557 |
SEI INVESTMENTS10+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $57,893 |
Filed as: BENJAMIN MARCINKIEWICZ JR Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $57,884 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 | Investment Management | $50,650 |
ANGELO GORDON1 year Filed as: ANGELO, GORDON & CO. Service code 28 · EIN 13-3478879 | Investment Management | $43,081 |
Service code 28 · EIN 04-2895544 | Investment Management | $34,764 |
Service code 16 · EIN 52-1796473 | Consulting | $34,086 |
Filed as: JOHN SULLIVAN Service code 30 · EIN 23-6282827 | Recordkeeping fees; Employee (plan) | $26,334 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $25,547 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.35% | 8.51%+3.8pp | 10.54%+1.8pp | 8.76%+3.6pp |
| Employer contribution / active EE | $9,287 | $16,216-42.7% | $26,782-65.3% | $16,627-44.1% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |