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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $50,732 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
DENISE MANN1+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $41,435 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $41,412 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Service code 29 · EIN 34-4439491 | Legal | $31,977 |
Service code 28 · EIN 51-0412248 | Investment Management | $15,224 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $12,490 |
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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 0.89% | 2.79%-1.9pp | 4.16%-3.3pp | 11.88%-11.0pp |
| Employer contribution / active EE | $9,381 | $10,530-10.9% | $29,966-68.7% | $14,612-35.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |