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, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $76,371 |
BLACKROCK8+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $50,272 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $48,000 |
DENISE MANN8+ years Service code 14 · EIN 23-7404110 | Plan Administrator | $44,989 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 · EIN 34-1922005 | Investment Management | $42,289 |
SHUMAKER, LOOP & KENDRICK, LLP8+ years Service code 29 · EIN 34-4439491 | Legal | $22,502 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $17,034 |
Service code 28 · EIN 51-0412248 | Investment Management | $8,216 |
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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 8.96% | 146.80%-137.8pp | 20.18%-11.2pp | 22.81%-13.8pp |
| Employer contribution / active EE | $10,519 | $13,016-19.2% | $29,108-63.9% | $18,290-42.5% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |