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 |
|---|---|---|
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $104,000 |
J W COLE FINANCIAL INC7 years Filed as: MK COLE Service code 30 · EIN 51-6133048 | Employee (plan); Direct payment from ... | $96,482 |
P KEENAN7 years Service code 14 · EIN 51-6133048 | Plan Administrator | $69,429 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $57,855 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 | Actuarial | $47,195 |
E CORTEZ1 year Service code 30 · EIN 51-6133048 | Direct payment from the plan; Employe... | $28,745 |
INTAC 697 OWNERS' ASSOC INC10+ years Service code 49 · EIN 90-0506153 | Other Services | $26,939 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $20,293 |
HAGBERG & ASSOCIATES10+ years Filed as: HAGBERG & ASSOCIATES, PC Service code 29 · EIN 01-0598991 | Legal | $19,608 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.11% | 11.08%-1.0pp | 8.09%+2.0pp | 8.76%+1.4pp |
| Employer contribution / active EE | $14,728 | $13,876+6.1% | $28,732-48.7% | $16,627-11.4% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |