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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $469,639 |
SEAFARERS VACATION PLAN3+ years Filed as: SEAFARERS VACATION FUND Service code 15 · EIN 13-5602047 | Recordkeeping | $162,063 |
Service code 49 · EIN 11-1956585 | Other Services | $70,393 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Service code 11 · EIN 13-2831500 | Actuarial | $51,444 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,241 |
BB&T3+ years Service code 49 200 WEST SECOND STREET · WINSTON-SALEM, NC 28472 | Other Services | $5,934 |
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.
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 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 11.70% | 13.43%-1.7pp | 337.46%-325.8pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,323 | $21,964-94.0% | $20,191-93.4% | $14,688-91.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |