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 LLC7 years Service code 11 · EIN 27-1175487 | Actuarial | $239,940 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
Service code 29 · EIN 86-0574082 | Legal | $55,665 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 94-1737782 | Bank Trustee | $38,235 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 27 · EIN 94-3112180 | Advisory (Plan) | $20,912 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $15,300 |
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 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 12.28% | 10.71%+1.6pp | 8.40%+3.9pp | 10.71%+1.6pp |
| Employer contribution / active EE | $77,245 | $14,986+415.5% | $39,312+96.5% | $14,986+415.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $131-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |