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 |
|---|---|---|
EMPLOYEES10+ years Service code 30 · EIN 23-7218454 | Employee (plan); Direct payment from ... | $172,265 |
SAVASTA AND COMPANY, INC.2 years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879959 | Actuarial | $85,208 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $64,235 |
COHEN & STEERS1 year Filed as: COHEN,WEISS AND SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $58,352 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $57,698 |
WHITESTAR ADVISORS, LLC4 years Service code 49 · EIN 03-0496641 | Other Services | $43,864 |
Service code 11 990 HAMMOND DRIVE · ATLANTA, GA 30328 | Actuarial | $40,663 |
Filed as: PREMIER TECHNOLOGY SOLUTIONS, INC Service code 15 · EIN 13-3933805 | Recordkeeping | $35,117 |
Filed as: VANDERBILT AVENUE ASSET MGMT, LLC Service code 28 · EIN 26-1889409 | Investment Management | $33,228 |
QUAN-VEST CONSULTANTS, INC.10+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $32,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 2.09% | 8.43%-6.3pp | 52.39%-50.3pp | 10.71%-8.6pp |
| Employer contribution / active EE | $3,552 | $8,563-58.5% | $23,486-84.9% | $14,986-76.3% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |