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 |
|---|---|---|
SEI INVESTMENTS4+ years Service code 28 · EIN 23-1707341 | Investment Management | $453,728 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $145,678 |
STEVENS & LEE4+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $128,975 |
WILLIG, WILLIAMS & DAVIDSON4+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $117,798 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 | Contract Administrator | $97,894 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $90,919 |
Service code 13 2500 MCCLELLAN AVE · PENNSAUKEN, NJ 08109 | Contract Administrator | $45,435 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $44,113 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST COMPANY Service code 18 · EIN 23-3060382 | Custodial (other than securities); Di... | $10,489 |
SCANTEK1 year Service code 49 1100 EASTON RD. · WILLOW GROVE, PA 19090 | Other Services | $10,304 |
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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -5.69% | 4.52%-10.2pp | -0.70%-5.0pp | 0.19%-5.9pp |
| Employer contribution / active EE | $7,473 | $13,719-45.5% | $28,903-74.1% | $13,763-45.7% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |