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 |
|---|---|---|
PATRICIA DEPASCALE8+ years Service code 30 · EIN 23-7356773 | Direct payment from the plan; Employe... | $111,953 |
FIRST ACTUARIAL CONSULTING, INC.8+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $74,872 |
SLEVIN & HART, P.C.8+ years Service code 29 · EIN 52-1708613 | Legal | $61,645 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $42,914 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,750 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $26,608 |
JANEMARIE SCARZAFAVA1 year Service code 30 · EIN 23-7356773 | Employee (plan); Direct payment from ... | $26,479 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $10,980 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES COMPANY Service code 27 · EIN 04-3200030 | Advisory (Plan) | $9,510 |
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 | $116,130-100.0% | $7,193,366-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.8%-55.8pp |
| Annual return | 6901.84% | 27.03%+6874.8pp | 78.53%+6823.3pp | 24.42%+6877.4pp |
| Employer contribution / active EE | $24,709 | $39,246-37.0% | $31,628-21.9% | $41,338-40.2% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,079-100.0% |