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 BARNEY10+ years Service code 27 · EIN 13-2919773 | Advisory (Plan) | $80,609 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 | Actuarial | $66,060 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $44,891 |
JEANNINE FUCCI8 years Service code 30 · EIN 22-6171374 | Employee (plan); Direct payment from ... | $36,600 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACY BRAUN ASSOCIATES, INC. Service code 28 · EIN 13-2889432 | Investment Management | $10,820 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 49 · EIN 94-1687665 | Other Services | $7,015 |
BAHL & GAYNOR8 years Filed as: BAHL & GAYNOR INC Service code 28 | Investment Management | $0 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 28 | Investment Management | $0 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 | Investment Management | $0 |
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 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 19.4%-19.4pp | 2.1%-2.1pp |
| Annual return | 6.76% | 9.16%-2.4pp | 8.54%-1.8pp | 9.16%-2.4pp |
| Employer contribution / active EE | $17,247 | $19,955-13.6% | $26,203-34.2% | $19,955-13.6% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $449-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |