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 |
|---|---|---|
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $88,975 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $40,551 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 13 · EIN 20-1935452 | Contract Administrator | $36,000 |
O'DONOGHUE & O'DONOGHUE5 years Service code 29 · EIN 53-0120528 | Legal | $18,759 |
ANDERSON & REED, LLP5 years Filed as: ANDERSON & REED,LLP Service code 10 · EIN 54-0617257 | Accounting | $9,800 |
Filed as: BARATZ & ASSOCIATES Service code 10 | Accounting | $8,450 |
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 | $53-100.0% | $178,317-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 20.5%-20.5pp | 18.6%-18.6pp |
| Annual return | 158.71% | 12.40%+146.3pp | 9.57%+149.1pp | 9.77%+148.9pp |
| Employer contribution / active EE | $8,845 | $8,404+5.2% | $26,706-66.9% | $13,890-36.3% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | $2,893-100.0% |