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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $206,971 |
DOAR RIECK KALEY & MACK1+ years Service code 29 · EIN 13-4120430 | Legal | $113,944 |
V. ABBATIELLO1+ years Service code 30 · EIN 51-6135291 | Employee (plan) | $111,925 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $91,004 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $87,516 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $79,015 |
D. SANTOS1+ years Filed as: E. SANTOS Service code 30 · EIN 51-6135291 | Employee (plan) | $77,705 |
E. BANKER1+ years Service code 30 · EIN 51-6135291 | Employee (plan) | $74,566 |
S. JUSTUS1+ years Service code 30 · EIN 51-6135291 | Employee (plan) | $65,838 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $61,356 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 2.18% | -0.09%+2.3pp | -0.81%+3.0pp | 1.67%+0.5pp |
| Employer contribution / active EE | $8,977 | $11,440-21.5% | $38,425-76.6% | $10,506-14.6% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |