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 |
|---|---|---|
HEALTHSCOPE BENEFITS6+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $89,203 |
ANDCO CONSULTING6+ years Filed as: ANDCO CONSULTING, LLC Service code 16 · EIN 59-3676225 | Consulting | $48,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 · EIN 03-0599899 | Legal | $28,011 |
NYHART6+ years Filed as: THE NYHART COMPANY Service code 11 · EIN 35-0966414 | Actuarial | $24,500 |
Filed as: L.M. HENDERSON & COMPANY LLP Service code 10 · EIN 20-5520612 | Accounting | $12,750 |
ARNOLD & KADJAN4 years Filed as: ARNOLD & KADJAN, LLP Service code 29 · EIN 36-2498571 | Legal | $11,706 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $123,960-100.0% | $4,704,928-100.0% | $123,960-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 66.7%-66.7pp | 86.8%-86.8pp |
| Annual return | 14.52% | 13.45%+1.1pp | 26.74%-12.2pp | 13.45%+1.1pp |
| Employer contribution / active EE | $3,452 | $10,482-67.1% | $17,367-80.1% | $10,482-67.1% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,661-100.0% | $6,517-100.0% |
| Admin fee / account holder | $0 | $222-100.0% | $279,709-100.0% | $222-100.0% |