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 8-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $182,185 |
Filed as: FIRST ACTUARIAL CONSULTING, INC Service code 11 · EIN 26-3842522 | Actuarial | $43,850 |
FITZSIMMONS ABRAMS, LLP2 years Service code 10 · EIN 13-2858927 | Accounting | $33,300 |
MICHAEL J. COMERFORD, P.C.4 years Service code 29 · EIN 11-3297085 | Legal | $17,050 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 13.58% | 9.24%+4.3pp | 9.65%+3.9pp | 10.71%+2.9pp |
| Employer contribution / active EE | $12,662 | $14,215-10.9% | $26,259-51.8% | $14,986-15.5% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |