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 |
|---|---|---|
SANCTUARY ADVISORS, LLC1 year Service code 28 · EIN 47-3162022 | Investment Management | $314,614 |
KATZ, SAPPER & MILLER8+ years Service code 10 · EIN 35-1090346 | Accounting | $36,750 |
PARAMOUNT HEALTH8+ years Service code 10 · EIN 48-4748860 | Accounting | $36,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $28,955 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $23,000 |
ALATEK8+ years Service code 16 · EIN 62-1782185 | Consulting | $18,750 |
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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -11.73% | -13.54%+1.8pp | 22.50%-34.2pp | 23.41%-35.1pp |
| Employer contribution / active EE | $5,559 | $14,842-62.5% | $33,849-83.6% | $12,650-56.1% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |