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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: STONE STREET EQUITY Service code 15 · EIN 59-3331424 | Recordkeeping | $45,000 |
WITHUMSMITH+BROWN, PC7 years Service code 10 · EIN 22-2027092 | Accounting | $30,373 |
KORN FERRY HAY GROUP7 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $26,775 |
WILMINGTON TRUST9+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $16,698 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 6.52% | 9.67%-3.1pp | 7.70%-1.2pp | 22.81%-16.3pp |
| Employer contribution / active EE | $35,663 | $11,016+223.8% | $28,478+25.2% | $18,290+95.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |