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 |
|---|---|---|
J. CANO5 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $157,285 |
P. SMYTH3 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $153,262 |
SCHULTHEIS & PANETTIERI, LLP10+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $110,645 |
R. SANTORO NAVARRO10+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $101,604 |
V. LETTMAN10+ years Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $89,301 |
WEITZ7 years Filed as: I. WEITZ Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $84,550 |
GARCIA HAMILTON & ASSOCIATES7 years Filed as: A. GARCIA Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $80,292 |
THE SEGAL COMPANY9 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $73,000 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $72,552 |
P. ESPOSITO7 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $71,540 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.10% | 11.08%+2.0pp | 8.09%+5.0pp | 8.76%+4.3pp |
| Employer contribution / active EE | $11,267 | $13,876-18.8% | $28,732-60.8% | $16,627-32.2% |
| 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% | - |