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 |
|---|---|---|
WILMINGTON TRUST4 years Service code 19 · EIN 16-1486454 | Securities Custodian | $116,866 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $113,696 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Service code 19 · EIN 22-3367558 | Securities Custodian | $112,317 |
FEDERATED4 years Filed as: FEDERATED INVESTMENT CONSULTING Service code 28 · EIN 16-1263400 | Investment Management | $66,883 |
MANNING & NAPIER9 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $66,841 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $43,100 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $42,218 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $26,125 |
JBM COMPUTER CONSULTANTS10+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $11,823 |
PCA TECHNOLOGY GROUP6 years Filed as: PCA TECHNOLOGY GROUP INC. Service code 15 · EIN 26-0022778 | Recordkeeping | $7,359 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.77% | 9.24%-1.5pp | 9.65%-1.9pp | 10.71%-2.9pp |
| Employer contribution / active EE | $22,352 | $14,215+57.2% | $26,259-14.9% | $14,986+49.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |