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 10-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 |
|---|---|---|
C. VASILE10+ years Service code 30 · EIN 51-6128660 | Direct payment from the plan; Employe... | $82,590 |
A. MCCABE1 year Filed as: P. MCCABE Service code 30 · EIN 51-6128660 | Direct payment from the plan; Employe... | $48,567 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: M. SALOMON Service code 30 · EIN 51-6128660 | Employee (plan); Direct payment from ... | $40,096 |
Filed as: MCCARTHY & PREECE PLLC Service code 29 · EIN 01-0727299 | Legal | $38,400 |
A. MCCABE10+ years Service code 30 · EIN 51-6128660 | Direct payment from the plan; Employe... | $35,512 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $20,000 |
Filed as: QUANVEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $19,200 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 13-1578842 | Accounting | $18,747 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW J. FAIR Service code 20 · EIN 51-6128660 | Trustee (individual); Direct payment ... | $18,000 |
BRYAN MCCARTHY ESQ10+ years Service code 20 · EIN 11-3033680 | Trustee (individual); Direct payment ... | $18,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 2.92% | 5.07%-2.1pp | 52.39%-49.5pp | 9.14%-6.2pp |
| Employer contribution / active EE | $2,184 | $13,307-83.6% | $23,486-90.7% | $19,963-89.1% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |