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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,164 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $72,103 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $71,854 |
MARY DELANEY CERETTO3+ years Filed as: MARY CASTROVINCI Service code 30 · EIN 22-6174132 | Direct payment from the plan; Employe... | $70,133 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $63,678 |
Filed as: KROLL, HEINEMAN, & CARTON Service code 29 · EIN 22-2897879 | Legal | $60,935 |
BAHL & GAYNOR2 years Service code 28 · EIN 31-1297139 | Investment Management | $51,118 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $38,500 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $23,465 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $21,284 |
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | 15.30% | -1.56%+16.9pp | -2.18%+17.5pp | 10.56%+4.7pp |
| Employer contribution / active EE | $18,104 | $15,244+18.8% | $38,751-53.3% | $13,643+32.7% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |