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 |
|---|---|---|
GRANT THORNTON LLP2 years Service code 11 · EIN 36-6055558 | Actuarial | $60,598 |
AHRENSTEIN & SCHLOSSBERG, CPA'S PC4+ years Service code 10 · EIN 13-4139571 | Accounting | $9,000 |
HIGHMARK CAPITAL MANAGEMENT INC4+ years Filed as: HIGHMARK CAPITAL MANAGEMENT Service code 51 · EIN 94-3050577 | Investment Mgmt Fees | $8,450 |
Filed as: PRUDENTIAL Service code 13 · EIN 60-1050034 | Contract Administrator | $5,304 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,532-100.0% | $336,864-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 27.8%-27.8pp | 14.6%-14.6pp |
| Annual return | -13.12% | -2.74%-10.4pp | -3.29%-9.8pp | 10.56%-23.7pp |
| Employer contribution / active EE | $9,254 | $9,887-6.4% | $36,762-74.8% | $13,643-32.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $11-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $191-100.0% | $6,121-100.0% | $3,354-100.0% |