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 |
|---|---|---|
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $86,750 |
UMR1 year Service code 14 · EIN 71-0847266 | Plan Administrator | $37,170 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $25,610 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $24,500 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,000 |
ROMOLO & ASSOCIATES8 years Service code 10 · EIN 84-2885766 | Accounting | $14,704 |
Service code 15 · EIN 82-2768063 | Recordkeeping | $12,091 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.90% | 9.24%-1.3pp | 9.65%-1.8pp | 10.71%-2.8pp |
| Employer contribution / active EE | $10,290 | $14,215-27.6% | $26,259-60.8% | $14,986-31.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |