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 |
|---|---|---|
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC. Service code 11 · EIN 36-4171366 610 16TH STREET · OAKLAND, CA 94612 | Actuarial | $72,318 |
KOTZAN CPA & ASSOCIATES, P.C.2 years Service code 10 · EIN 26-2055351 | Accounting | $13,000 |
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | 9.60% | -1.44%+11.0pp | -0.70%+10.3pp | -82.66%+92.3pp |
| Employer contribution / active EE | $2,750 | $37,071-92.6% | $28,903-90.5% | $43,769-93.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |