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 |
|---|---|---|
SEAFARERS VACATION PLAN5 years Service code 15 · EIN 13-5602047 | Recordkeeping | $3,836,520 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $2,390,539 |
ATALANTA SOSNOFF6 years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $832,329 |
SEI INVESTMENTS7+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $775,091 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $628,186 |
SEAFARERS INTL UNION AGLIW7+ years Service code 15 · EIN 11-1690171 | Recordkeeping | $554,239 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $551,163 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ASSET MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $271,748 |
QUAN-VEST CONSULTANTS, INC.7+ years Service code 27 · EIN 11-2259669 | Advisory (Plan) | $227,500 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $140,830 |
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.
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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 14.02% | 19.39%-5.4pp | 14.84%-0.8pp | 19.39%-5.4pp |
| Employer contribution / active EE | $1,522 | $8,446-82.0% | $37,950-96.0% | $8,446-82.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |