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 |
|---|---|---|
MARCO CONSULTING GROUP1+ years Service code 16 · EIN 36-3555078 | Consulting | $76,372 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 19 900 7TH STREET, NW · WASHINGTON, DC 20001 | Securities Custodian | $27,548 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 32-2383171 | Contract Administrator | $24,120 |
COWDEN ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1750131 | Actuarial | $19,275 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON ADVISORS, LLC Service code 19 · EIN 23-2962336 | Securities Custodian | $13,515 |
GREEN HAINES SGAMBATI CO, LPA1+ years Service code 29 · EIN 34-1224415 | Legal | $10,169 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $10,030 |
COMERICA BANK1+ years Filed as: COMERICA Service code 28 · EIN 37-1420293 | Investment Management | $7,229 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | -0.10% | -1.83%+1.7pp | -1.61%+1.5pp | 2.81%-2.9pp |
| Employer contribution / active EE | $10,267 | $9,208+11.5% | $30,840-66.7% | $16,358-37.2% |
| 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% |