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 9-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 |
|---|---|---|
SEI INVESTMENTS8 years Service code 11 · EIN 04-2452803 | Actuarial | $68,611 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $36,448 |
SCHNEIDER DOWNS & CO., INC.5 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $15,350 |
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.
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 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 14.48% | 66.62%-52.1pp | 52.39%-37.9pp | 13.91%+0.6pp |
| Employer contribution / active EE | $271,000 | $26,943+905.8% | $23,486+1053.9% | $35,282+668.1% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |