See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO9+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $205,955 |
QUORUM CONSULTING GROUP9+ years Filed as: QUORUM Service code 13 · EIN 37-1331544 | Contract Administrator | $71,856 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $64,543 |
KERBER, ECK & BRAECKEL LLP9+ years Service code 10 · EIN 43-0352985 | Accounting | $47,286 |
CAVANAGH & O'HARA9+ years Service code 29 · EIN 37-1259635 | Legal | $33,473 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.60% | 10.71%-3.1pp | 9.49%-1.9pp | 10.71%-3.1pp |
| Employer contribution / active EE | $14,810 | $14,986-1.2% | $29,215-49.3% | $14,986-1.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $359-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |