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 BENEFITS9+ years Service code 13 · EIN 71-0847266 | Contract Administrator | $93,827 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 · EIN 59-3676225 | Consulting | $48,000 |
Filed as: OSBORN, CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $21,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $20,445 |
Filed as: L.M. HENDERSON & COMPANY LLP Service code 10 · EIN 20-5520612 | Accounting | $15,300 |
ARNOLD & KADJAN1 year Filed as: ARNOLD AND KADJAN, LLP Service code 29 · EIN 36-2498571 | Legal | $7,883 |
RICHARD J. WOLF & COMPANY8 years Service code 10 · EIN 36-3182363 | Accounting | $5,102 |
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 | $288,243-100.0% | $224,876-100.0% | $288,243-100.0% |
| Participation rate | 0.0% | 49.2%-49.2pp | 66.7%-66.7pp | 49.2%-49.2pp |
| Annual return | 17.53% | 10.96%+6.6pp | 199.78%-182.3pp | 10.96%+6.6pp |
| Employer contribution / active EE | $4,575 | $7,650-40.2% | $12,420-63.2% | $7,650-40.2% |
| Participant deferral / active EE | $0 | $6,708-100.0% | $2,784-100.0% | $6,708-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $472-100.0% | $111-100.0% |