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 4-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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $61,847 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $48,234 |
SLEVIN & HART, P.C.2+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $35,293 |
CHEIRON2+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $30,219 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $26,185 |
SCHULTE ROTH & ZABEL LLP2+ years Filed as: SCHULTE ROTH & ZABEL Service code 29 · EIN 13-2633996 901 FIFTEENTH STREET NW SUITE 800 · WASHINGTON, DC 20005 | Legal | $15,748 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -76.73% | -6.02%-70.7pp | -3.21%-73.5pp | 23.41%-100.1pp |
| Employer contribution / active EE | $69 | $11,241-99.4% | $46,019-99.8% | $12,650-99.5% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |