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. CANO4 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $148,758 |
P. SMYTH2 years Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $144,585 |
SCHULTHEIS & PANETTIERI, LLP9+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $111,650 |
R. SANTORO NAVARRO9+ years Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $105,459 |
V. LETTMAN9+ years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $89,063 |
WEITZ6 years Filed as: I. WEITZ Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $80,681 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $79,560 |
GARCIA HAMILTON & ASSOCIATES6 years Filed as: A. GARCIA Service code 30 · EIN 51-6135291 | Employee (plan); Direct payment from ... | $76,893 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $73,068 |
P. ESPOSITO6 years Service code 30 · EIN 51-6135291 | Direct payment from the plan; Employe... | $69,271 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 12.66% | 7.15%+5.5pp | 20.18%-7.5pp | 37.74%-25.1pp |
| Employer contribution / active EE | $13,916 | $13,270+4.9% | $29,108-52.2% | $15,781-11.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |