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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC6 years Service code 11 · EIN 27-1175487 | Actuarial | $202,710 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-3080210 | Bank Trustee | $47,977 |
Service code 29 · EIN 86-0574082 | Legal | $30,571 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $17,000 |
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.
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 | $0 | $308,621-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 0.0%0pp |
| Annual return | 8.34% | 8.15%+0.2pp | 8.06%+0.3pp | 8.76%-0.4pp |
| Employer contribution / active EE | $100,152 | $60,767+64.8% | $42,627+135.0% | $16,627+502.3% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $71-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $8,774-100.0% | - |