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 |
|---|---|---|
BENESYS, INC.2+ years Service code 10 3737 CAMINO DEL RIO SOUTH, STE 300 · SAN DIEGO, CA 92108 | Accounting | $180,303 |
MELISSA W. COOK & ASSOCIATES2+ years Filed as: COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $109,375 |
VERUS2+ years Service code 16 · EIN 91-1320111 | Consulting | $65,833 |
RAEL & LETSON2+ years Filed as: RAEL AND LETSON Service code 11 · EIN 94-1701048 | Actuarial | $13,210 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 10.96% | 11.78%-0.8pp | 8.32%+2.6pp | 23.90%-12.9pp |
| Employer contribution / active EE | $8,995 | $11,309-20.5% | $30,793-70.8% | $16,539-45.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |