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 |
|---|---|---|
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $96,815 |
DOAR RIECK KALEY & MACK7 years Service code 29 · EIN 13-4120430 | Legal | $52,029 |
Filed as: ATLANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $42,473 |
Filed as: DATA SURGE SOLUTIONS OF NY, INC Service code 15 · EIN 83-0594917 | Recordkeeping | $41,515 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $33,193 |
QUAN-VEST CONSULTANTS, INC.7 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,316 |
MOGILA LAW GROUP3 years Service code 29 · EIN 87-2593727 | Legal | $23,829 |
WILMINGTON TRUST3 years Service code 19 · EIN 16-1486454 | Securities Custodian | $22,295 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $20,337 |
CUNNINGHAM & CUNNINGHAM LLP9+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $14,442 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,709 | $88,480-61.9% | $96,683-65.1% | $80,160-57.9% |
| Participation rate | 99.8% | 79.9%+20.0pp | 74.3%+25.5pp | 72.9%+26.9pp |
| Annual return | 7.05% | 22.53%-15.5pp | 35.69%-28.6pp | 40.38%-33.3pp |
| Employer contribution / active EE | $10,017 | $4,176+139.8% | $3,737+168.1% | $2,978+236.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $281 | $212+32.8% | $6,730-95.8% | $145+94.0% |