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 3-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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $1,842,844 |
CHEIRON3+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $463,204 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $212,938 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $99,810 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $51,430 |
THE SEGAL COMPANY2 years Filed as: SEGAL SERVICE INSURANCE SERVICES Service code 53 | Insurance Commissions | $43,026 |
VERUS3+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $35,000 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $27,280 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $20,926 |
SERVICE PRINTING CO3+ years Filed as: SERVICE PRINTING CO, INC Service code 36 · EIN 91-0830372 | Direct payment from the plan; Copying... | $16,902 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 3.56% | 8.85%-5.3pp | 148.21%-144.6pp | 8.85%-5.3pp |
| Employer contribution / active EE | $426 | $8,529-95.0% | $26,792-98.4% | $8,529-95.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |