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 |
|---|---|---|
Service code 10 · EIN 90-0532398 | Accounting | $106,000 |
FIRST BANK3 years Service code 19 · EIN 38-2641378 | Securities Custodian | $48,112 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $37,000 |
Service code 29 · EIN 59-1126909 | Legal | $36,561 |
UNITED ACTUARIAL SERVCIES6+ years Service code 11 · EIN 35-2156428 | Actuarial | $17,250 |
Service code 10 · EIN 38-2284921 | Accounting | $14,150 |
ANDERSON, TACKMAN & COMPANY, PLC6+ years Service code 10 · EIN 38-1977929 | Accounting | $7,014 |
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 | $1,185,213-100.0% | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | - |
| Annual return | 11.54% | 42.38%-30.8pp | 8.01%+3.5pp | - |
| Employer contribution / active EE | $15,175 | $19,943-23.9% | $29,475-48.5% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $637-100.0% | - |