See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH7+ years Service code 29 · EIN 13-3403675 | Legal | $247,831 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $178,926 |
SANDRA MCKEE4 years Filed as: SANDRA L. NICOSIA Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $88,777 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $80,447 |
NELLI BRAGINSKAYA7+ years Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $76,890 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $61,808 |
US BANK4 years Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $31,942 |
MR. MICROCHIP3 years Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 15 · EIN 59-3084068 | Recordkeeping | $29,505 |
NANESS, CHAIET, NANESS, LLC5 years Service code 29 · EIN 11-3382260 | Legal | $22,500 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $8,333 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | 4776.05% | 62.64%+4713.4pp | -2.63%+4778.7pp | 2.77%+4773.3pp |
| Employer contribution / active EE | $8,640 | $9,627-10.3% | $29,884-71.1% | $15,262-43.4% |
| Participant deferral / active EE | $0 | $257-100.0% | $8-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |