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 |
|---|---|---|
Filed as: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,207,642 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $880,709 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $170,848 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER, GITTLER & D'ALBA. Service code 29 · EIN 36-2786883 | Legal | $121,432 |
JOSE COLIN1+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $115,037 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $70,000 |
LISA LINDAUER1+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $66,080 |
ARNOLD & KADJAN1+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $61,059 |
CJBS, LLC1+ years Filed as: CJBS Service code 10 · EIN 36-3524803 | Accounting | $56,545 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD SIEBERT Service code 30 · EIN 36-6155778 | Non-monetary compensation; Employee (... | $52,676 |
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 2.95% | -0.13%+3.1pp | -1.10%+4.0pp | 1.67%+1.3pp |
| Employer contribution / active EE | $9,573 | $11,793-18.8% | $27,248-64.9% | $10,506-8.9% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |