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 | Employee (plan); Direct payment from ... | $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 | Employee (plan); Direct payment from ... | $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 | Direct payment from the plan; Trustee... | $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.
Annual investment return 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% | 2.1%-2.1pp | 13.5%-13.5pp | 2.1%-2.1pp |
| Annual return | 2.92% | 9.16%-6.2pp | 64.50%-61.6pp | 9.16%-6.2pp |
| Employer contribution / active EE | $2,184 | $19,955-89.1% | $23,990-90.9% | $19,955-89.1% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $287-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |