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 ADVISORS3+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $61,993 |
CW BREITSMAN ASSOCIATES LLC3+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
COWDEN ASSOCIATES, INC.3+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $22,813 |
CYPHER & CYPHER1 year Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $5,146 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 10.04% | 11.09%-1.1pp | 8.32%+1.7pp | 13.95%-3.9pp |
| Employer contribution / active EE | $6,268 | $10,980-42.9% | $30,793-79.6% | $16,598-62.2% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |