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 |
|---|---|---|
RUDD & WISDOM, INC.10+ years Service code 11 · EIN 74-1896655 | Actuarial | $142,358 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD, LLP Service code 29 · EIN 61-0722001 | Legal | $18,186 |
DEAN DORTON ALLEN FORD, PLLC6 years Service code 10 · EIN 27-3858252 | Accounting | $15,000 |
AMERICAN FUNDS7 years Filed as: ADVANCED CAPITAL GROUP Service code 28 · EIN 41-1921960 | Investment Management | $7,745 |
US BANK10+ years Filed as: US BANK, N.A. Service code 21 · EIN 31-0841368 | Bank Trustee | $7,559 |
Filed as: SAGEVIEW ADVISORY INVESTMENT Service code 28 · EIN 33-0818667 | Investment Management | $5,780 |
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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 6.03% | 11.79%-5.8pp | 10.54%-4.5pp | 8.23%-2.2pp |
| Employer contribution / active EE | $18,382 | $19,735-6.9% | $26,782-31.4% | $13,859+32.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |