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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.
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| Provider | Service type | Compensation |
|---|---|---|
E.H. THOMSON & CO., INC.3 years Filed as: E.H, THOMSON & CO., INC. Service code 11 · EIN 22-2602083 800 THE PLAZA · SEA GIRT, NJ 08750 | Actuarial | $25,962 |
ROSENBERG RICH BAKER BERMAN10+ years Filed as: ROSENBERG RICH BAKER BERMAN & CO., Service code 10 · EIN 22-3271252 265 DAVIDSON AVE. · SOMERSET, NJ 08873 | Accounting | $21,500 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 34 WEST 52ST · NEW YORK, NY 10019 | Advisory (Plan) | $18,815 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,207 | $65,908-72.4% | $81,812-77.7% | $77,643-76.6% |
| Participation rate | 99.1% | 65.8%+33.3pp | 72.3%+26.8pp | 70.6%+28.5pp |
| Annual return | 9.14% | 26.64%-17.5pp | 773.79%-764.7pp | 31.24%-22.1pp |
| Employer contribution / active EE | $2,472 | $2,370+4.3% | $2,912-15.1% | $2,726-9.3% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $165 | $526-68.6% | $7,386-97.8% | $430-61.6% |