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 |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $53,080 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $47,912 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $40,413 |
PATRICIA DEPASCALE3+ years Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $36,560 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $36,000 |
ULLICO1 year Filed as: UNION INSURANCE GROUP/TMC Service code 50 303 W ERIE STREET, 310 · CHICAGO, IL 60654 | Direct Payment | $33,528 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $29,262 |
Service code 50 1200 K STREET NW · WASHINGTON, DC 20005 | Direct Payment | $26,824 |
ENNIS HARGADON, LLC3+ years Service code 10 · EIN 47-1121653 | Accounting | $23,440 |
BURTON ENRIGHT WELCH3+ years Filed as: BURTON TREBOUR Service code 20 · EIN 23-7356773 | Direct payment from the plan; Trustee... | $10,000 |
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.
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | 9.64% | -1.44%+11.1pp | -0.70%+10.3pp | -82.66%+92.3pp |
| Employer contribution / active EE | $81,854 | $37,071+120.8% | $28,903+183.2% | $43,769+87.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |