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 |
|---|---|---|
Service code 49 · EIN 16-0821557 | Other Services | $311,757 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $179,337 |
AMERICAN REALTY ADVISORS9 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $152,644 |
Filed as: KARPUS INVESTMENT Service code 28 · EIN 16-1290558 | Investment Management | $136,434 |
SEG PARTNERS II, L.P.5 years Filed as: SEG PARTNERS LTD. Service code 28 · EIN 02-1181229 | Investment Management | $82,758 |
O'SULLIVAN ASSOCIATES5 years Service code 17 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Pension Consulting | $73,817 |
MANNING & NAPIER10+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $68,839 |
GCM GROSVENOR7 years Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $68,634 |
POLEN CAPITAL4 years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $66,745 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $61,177 |
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.
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 | 9.38% | 9.24%+0.1pp | 9.65%-0.3pp | 10.71%-1.3pp |
| Employer contribution / active EE | $8,143 | $14,215-42.7% | $26,259-69.0% | $14,986-45.7% |
| 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% | - |