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 9-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 |
|---|---|---|
DAVID ROMANO1+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $110,611 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $53,183 |
BODTKE & STEWART, CPAS1+ years Service code 13 · EIN 20-4055370 | Contract Administrator | $43,703 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 | Legal | $39,236 |
QUORUM CONSULTING GROUP1+ years Filed as: QUORUM Service code 13 · EIN 37-1331544 | Contract Administrator | $29,167 |
PIOTROWSKI & GEBIS1+ years Service code 10 · EIN 36-3712775 | Accounting | $27,948 |
THE SEGAL COMPANY1+ years Filed as: SEGAL Service code 17 · EIN 13-1975125 | Pension Consulting | $26,959 |
KERBER, ECK & BRAECKEL LLP1+ years Service code 10 · EIN 43-0352985 | Accounting | $8,020 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $5,400 |
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 69.15% | 12.52%+56.6pp | 9.39%+59.8pp | 23.90%+45.3pp |
| Employer contribution / active EE | $5,662 | $13,977-59.5% | $33,466-83.1% | $16,539-65.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |