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 |
|---|---|---|
JOE MOSKAUSKI4+ years Filed as: JOE CAMAIONI Service code 71 27575 FERRY ROAD · WARRENVILLE, IL 60555 | Brokerage Fees | $47,864 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $14,200 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $13,304 |
CAVANAGH & O'HARA4+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $8,091 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,788 | $66,601-58.3% | $92,893-70.1% | $67,579-58.9% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 5.09% | 92.58%-87.5pp | 109.41%-104.3pp | 378.56%-373.5pp |
| Employer contribution / active EE | $2,972 | $2,775+7.1% | $3,653-18.6% | $2,148+38.4% |
| Participant deferral / active EE | $258 | $3,157-91.8% | $4,236-93.9% | $3,539-92.7% |
| Admin fee / account holder | $137 | $199-31.1% | $5,794-97.6% | $142-3.7% |