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 |
|---|---|---|
XPYRIA INVESTMENT ADVISORS1+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $69,487 |
CW BREITSMAN ASSOCIATES LLC1+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
COWDEN ASSOCIATES, INC.1+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $15,951 |
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.
Annual investment return 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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -4.34% | -1.83%-2.5pp | -1.61%-2.7pp | 2.81%-7.2pp |
| Employer contribution / active EE | $5,534 | $9,208-39.9% | $30,840-82.1% | $16,358-66.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |