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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $193,904 |
CHRISTINA BARRY9 years Service code 50 · EIN 16-6019479 | Direct Payment | $91,135 |
DEBRA CAVEY3 years Filed as: DEBRA BENNETT Service code 30 · EIN 16-6019479 | Direct payment from the plan; Employe... | $67,840 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,820 |
HGK2 years Filed as: HGK TRINITY STREET INT EQUITY FUND Service code 28 525 WASHINGTON BLVD. · JERSEY CITY, NY 07310 | Investment Management | $44,413 |
WILMINGTON TRUST4 years Service code 19 · EIN 16-1486454 | Securities Custodian | $37,209 |
Service code 49 70 HILLTOP RD 1003 · RAMSEY, NJ 07446 | Other Services | $35,336 |
SLEVIN & HART, P.C.5 years Service code 29 1300 CONNECTICUT AVENUE, N.W., SUIT · WASHINGTON, DC 20036 | Legal | $23,703 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $22,745 |
Filed as: ARCARA ZUCARELLI & LENDA, CPA Service code 10 · EIN 47-1793720 | Accounting | $18,908 |
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.
Annual investment return 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 0.19% | 11.08%-10.9pp | 8.09%-7.9pp | 8.76%-8.6pp |
| Employer contribution / active EE | $11,588 | $13,876-16.5% | $28,732-59.7% | $16,627-30.3% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |