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 INC4 years Filed as: RW BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $72,260 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $45,083 |
CLIFTONLARSONALLEN LLP7+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $13,895 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $13,515 |
Filed as: BAIRD Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 | Indirect Investment Fees | $0 |
BLUEROCK1 year Service code 52 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 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 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -14.71% | -17.00%+2.3pp | -11.06%-3.7pp | 39.77%-54.5pp |
| Employer contribution / active EE | $2,860 | $12,834-77.7% | $55,362-94.8% | $19,959-85.7% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |