See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $140,463 |
Filed as: ROOFERS LOCAL 22 WELFARE FUND Service code 49 · EIN 23-7381527 | Other Services | $120,376 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $35,764 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Service code 11 · EIN 30-0192194 | Actuarial | $33,950 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $32,701 |
ROBERT PIZZO, ESQ.1+ years Service code 29 · EIN 82-0553395 | Legal | $14,008 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | -3.48% | 5.80%-9.3pp | 4.74%-8.2pp | 11.88%-15.4pp |
| Employer contribution / active EE | $4,630 | $15,506-70.1% | $36,089-87.2% | $14,612-68.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |