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 5-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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $30,943 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW CONSULTING GROUP LLC Service code 11 · EIN 27-1001403 | Actuarial | $28,975 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $19,500 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 17 · EIN 33-0818667 | Pension Consulting | $11,994 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $5,464 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 49 | Other Services | $0 |
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.
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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 18.57% | 134.79%-116.2pp | 36.37%-17.8pp | 18.34%+0.2pp |
| Employer contribution / active EE | $10,426 | $12,114-13.9% | $37,223-72.0% | $14,665-28.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |