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 |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $90,146 |
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 | Contract Administrator | $73,176 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS LLC Service code 25 · EIN 73-1388566 | Directed Trustee | $68,405 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $42,273 |
Service code 10 · EIN 81-2274769 | Accounting | $23,657 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.00% | 9.24%+1.8pp | 9.65%+1.3pp | 10.71%+0.3pp |
| Employer contribution / active EE | $7,582 | $14,215-46.7% | $26,259-71.1% | $14,986-49.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |