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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 95-1503999 | Actuarial | $175,764 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $136,750 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 1 Service code 30 · EIN 95-2238031 | Employee (plan) | $114,006 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-2238031 | Employee (plan) | $92,977 |
SELLWOOD CONSULTING LLC8 years Service code 27 · EIN 80-0827237 | Advisory (Plan) | $56,700 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $43,338 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $39,660 |
ADVANCED COMPUTER CARE4 years Service code 99 · EIN 71-0937865 | Other Fees | $27,083 |
RETIREE1 year Service code 30 · EIN 95-2238031 | Employee (plan) | $0 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 87.00% | 9.14%+77.9pp | 8.36%+78.6pp | 9.14%+77.9pp |
| Employer contribution / active EE | $11,361 | $19,963-43.1% | $30,174-62.3% | $19,963-43.1% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |