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 |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $103,080 |
BRUTON FINANCIAL ADVISORS2+ years Filed as: BRUTON FINANCIAL ADVISOR Service code 28 · EIN 20-1145119 | Investment Management | $11,930 |
RAINER & COMPANY2+ years Service code 10 · EIN 22-2183936 | Accounting | $9,000 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $7,688 |
FORD & HARRISON LLP2+ years Service code 29 · EIN 58-1314995 | Legal | $5,480 |
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.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 3.93% | 16.85%-12.9pp | 5.44%-1.5pp | 11.88%-7.9pp |
| Employer contribution / active EE | $2,178 | $10,313-78.9% | $25,481-91.5% | $14,612-85.1% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |