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 6-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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Service code 10 · EIN 88-0277518 | Accounting | $82,500 |
RAEL & LETSON5 years Filed as: RAEL-LETSON Service code 11 · EIN 94-1701048 | Actuarial | $58,078 |
US BANK1 year Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $40,170 |
BERRY & CO., CPA'S LTD1 year Filed as: BERRY & CO CPA'S LTD Service code 10 · EIN 88-0400174 | Accounting | $25,000 |
ANDCO CONSULTING5 years Service code 17 · EIN 59-3676225 | Pension Consulting | $6,346 |
Service code 29 · EIN 94-2576729 | Legal | $3,926 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.76% | 11.08%-2.3pp | 8.09%+0.7pp | 8.76%0pp |
| Employer contribution / active EE | $5,990 | $13,876-56.8% | $28,732-79.2% | $16,627-64.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |