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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 21 · EIN 36-3145972 | Bank Trustee | $168,742 |
BPAS5+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $48,600 |
Service code 21 · EIN 13-5674085 | Bank Trustee | $33,464 |
FIRST STATE TRUST COMPANY5+ years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $23,695 |
BECHER DELLA TORRE GITTO & CO.5+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $15,100 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 5.79% | 8.70%-2.9pp | 6.78%-1.0pp | 9.29%-3.5pp |
| Employer contribution / active EE | $24,928 | $9,971+150.0% | $28,542-12.7% | $15,168+64.3% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |