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 |
|---|---|---|
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. $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.
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% | - |