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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $122,352 |
DORIS ECHEGUREN10+ years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $104,122 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT LLC Service code 28 500 FIFTH AVE. SUITE 2500 · NEW YORK, NY 10110 | Investment Management | $60,579 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-9188367 | Actuarial | $56,343 |
CARY KANE LLP4 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $43,745 |
KELLIANNE MCINNIS3 years Service code 30 · EIN 11-6170655 | Employee (plan) | $41,987 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $38,706 |
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.
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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 1.65% | 6.77%-5.1pp | 10.54%-8.9pp | 7.65%-6.0pp |
| Employer contribution / active EE | $2,391 | $23,265-89.7% | $26,782-91.1% | $20,599-88.4% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |