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 |
|---|---|---|
BURTON ENRIGHT WELCH4+ years Filed as: BURTON TREBOUR Service code 20 · EIN 23-7356773 | Direct payment from the plan; Employe... | $79,508 |
ANTHONY M PONTARELLI CPA LLC4+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $74,456 |
PATRICIA DEPASCALE4+ years Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $69,130 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,000 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $39,000 |
SLEVIN & HART, P.C.4+ years Service code 29 · EIN 52-1708613 | Legal | $31,765 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $27,817 |
WILLIAM BLAIR4+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 23-7356773 | Trustee (individual); Direct payment ... | $26,508 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $22,926 |
GERALD WESBECKER4+ years Service code 20 · EIN 23-7356773 | Direct payment from the plan; Trustee... | $10,290 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.4%-47.4pp |
| Annual return | -2.49% | 16.84%-19.3pp | 16.32%-18.8pp | 12.16%-14.6pp |
| Employer contribution / active EE | $32,532 | $40,622-19.9% | $31,806+2.3% | $44,746-27.3% |
| Participant deferral / active EE | $3,075 | $133+2208.3% | $211+1354.3% | $170+1705.4% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |