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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC2 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $61,973 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $25,333 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $13,141 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,957 |
BLACKROCK1 year Service code 52 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
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 | $409,661-100.0% | $282,126-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 41.9%-41.9pp | 1.7%-1.7pp |
| Annual return | 11.91% | 10.83%+1.1pp | 1087.39%-1075.5pp | 627.08%-615.2pp |
| Employer contribution / active EE | $2,430 | $13,849-82.5% | $42,245-94.2% | $18,824-87.1% |
| Participant deferral / active EE | $0 | $418-100.0% | $120-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,639-100.0% | $1,923-100.0% |