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 WEBB3 years Filed as: CURCIO WEBB, LLC. Service code 11 · EIN 36-4171366 610 16TH STREET · OAKLAND, CA 94612 | Actuarial | $28,783 |
S.R. SNODGRASS, P.C.1 year Filed as: S.R. SNODGRASS, PC Service code 10 · EIN 25-1616561 2009 MACKENZIE WAY, SUITE 340 · CRANBERRY TOWNSHIP, PA 16066 | Accounting | $20,387 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 2.04% | 9.86%-7.8pp | 10.57%-8.5pp | 259.13%-257.1pp |
| Employer contribution / active EE | $1,768 | $37,630-95.3% | $29,483-94.0% | $41,469-95.7% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |