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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $122,437 |
NICOLE BRAKER6+ years Filed as: NICOLE HILGER Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $79,066 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $61,304 |
CHRISTINA BARRY5 years Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $57,218 |
ERIN IVES2 years Filed as: ERIN RELYEA Service code 30 · EIN 16-6019479 | Employee (plan); Direct payment from ... | $27,738 |
BONADIO & CO., LLP4 years Service code 10 · EIN 16-1131146 | Accounting | $17,814 |
INVESCO6+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $17,543 |
Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $14,227 |
Filed as: ARCARA ZUCARELLI & LENDA, CPA Service code 10 · EIN 47-1793720 | Accounting | $12,426 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLP Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $11,302 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 8.82% | 6.41%+2.4pp | 8.01%+0.8pp | 11.45%-2.6pp |
| Employer contribution / active EE | $10,676 | $11,592-7.9% | $29,475-63.8% | $17,219-38.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |