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 |
|---|---|---|
ASCENSUS LLC3 years Service code 11 · EIN 82-3719843 | Actuarial | $61,897 |
Service code 50 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Direct Payment | $28,728 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (bank... | $19,587 |
DEAN DORTON ALLEN FORD, PLLC2 years Service code 10 · EIN 27-3858252 | Accounting | $15,000 |
Service code 27 2133 LURAY AVENUE · CINCINNATI, OH 45206 | Advisory (Plan) | $10,889 |
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 | $0 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 10.24% | 10.71%-0.5pp | 13.01%-2.8pp | 10.71%-0.5pp |
| Employer contribution / active EE | $17,808 | $14,986+18.8% | $35,911-50.4% | $14,986+18.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $91-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |