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 9-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 |
|---|---|---|
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $48,954 |
CAMILLE LUISI2 years Service code 14 · EIN 13-6626195 | Plan Administrator | $38,073 |
LISA LINDAUER2 years Filed as: LISA COMPAGNA Service code 30 · EIN 13-6626195 | Employee (plan) | $34,992 |
Service code 13 · EIN 20-4056745 | Contract Administrator | $29,367 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON,LLP Service code 29 · EIN 13-1494495 | Legal | $27,600 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $25,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | 381.12% | 13.74%+367.4pp | 16.77%+364.3pp | 13.91%+367.2pp |
| Employer contribution / active EE | $5,900 | $31,395-81.2% | $28,306-79.2% | $35,282-83.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $40-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |