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 WEALTH MANAGEMENT Service code 19 · EIN 26-4310632 | Securities Custodian | $255,752 |
BLACKROCK1+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT, LL Service code 28 · EIN 20-5319476 | Investment Management | $181,554 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LLC Service code 28 · EIN 74-2798841 | Investment Management | $112,086 |
JEROME BRANCATO1+ years Service code 30 · EIN 13-1939129 | Employee (plan) | $98,693 |
SAVASTA AND COMPANY, INC.1+ years Filed as: SAVASTA AND COMPANY INC. Service code 11 · EIN 13-3879959 | Actuarial | $70,000 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $68,407 |
BAHL & GAYNOR1+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $54,655 |
BAIRD FUNDS1+ years Filed as: ROBERT H BOGUCKI Service code 29 · EIN 13-3397205 | Legal | $54,137 |
FIRST STATE TRUST COMPANY1+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $44,810 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $41,000 |
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.
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.86% | -0.13%-1.7pp | -1.10%-0.8pp | 1.67%-3.5pp |
| Employer contribution / active EE | $17,363 | $11,793+47.2% | $27,248-36.3% | $10,506+65.3% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |