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 11-3658445 | Advisory (Plan) | $168,867 |
DORIS ECHEGUREN9+ years Service code 30 · EIN 11-6170655 | Employee (plan); Direct payment from ... | $97,080 |
O'SULLIVAN ASSOCIATES2 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $52,200 |
KELLIANNE MCINNIS2 years Service code 30 · EIN 11-6170655 | Employee (plan) | $47,116 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $45,767 |
CARY KANE LLP3 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $24,750 |
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 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 5.13% | 11.98%-6.8pp | 78.53%-73.4pp | 22.81%-17.7pp |
| Employer contribution / active EE | $2,193 | $19,973-89.0% | $31,628-93.1% | $18,290-88.0% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |