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 |
|---|---|---|
Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 | Contract Administrator | $151,338 |
FRIEDMAN & ANSPACH10+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $116,096 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $51,148 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432930 | Advisory (Plan) | $35,000 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $30,676 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $23,750 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NA Service code 19 · EIN 16-1486454 | Securities Custodian | $18,091 |
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE, LP Service code 28 · EIN 84-3346426 | Investment Management | $15,181 |
CHARLIE HALL, SR1 year Filed as: CHARLIE HALL, SR. Service code 20 · EIN 22-6073058 | Direct payment from the plan; Trustee... | $8,500 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 9.58% | 17.72%-8.1pp | 148.21%-138.6pp | 9.30%+0.3pp |
| Employer contribution / active EE | $495 | $3,186-84.5% | $26,792-98.2% | $12,557-96.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |