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 8-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 |
|---|---|---|
RUDD & WISDOM, INC.8+ years Service code 11 · EIN 74-1896655 | Actuarial | $343,647 |
GROOM LAW GROUP3 years Service code 29 · EIN 52-1219029 | Legal | $72,791 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $28,245 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $15,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 23-2186884 | Accounting | $11,655 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE AND TOUCHE LLP Service code 17 · EIN 13-3891517 | Pension Consulting | $5,047 |
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 | $36,224-100.0% | $440,923-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.0%-40.0pp | 2.1%-2.1pp |
| Annual return | 10.46% | 9.14%+1.3pp | 8.94%+1.5pp | 9.14%+1.3pp |
| Employer contribution / active EE | $1,589 | $19,963-92.0% | $36,999-95.7% | $19,963-92.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $1-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,072-100.0% | $200-100.0% |