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 4-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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $31,041 |
Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $26,079 |
SMS RETIREMENT2+ years Service code 11 · EIN 31-1140818 | Actuarial | $21,951 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $14,750 |
Service code 29 · EIN 85-1129130 | Legal | $12,614 |
BRADY, WARE & SCHOENFELD, INC.2+ years Filed as: BRADY WARE Service code 10 · EIN 35-1476702 | Accounting | $10,150 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities) | $9,070 |
COOLIDGE WALL CO. LPA1 year Service code 29 · EIN 31-0872613 | Legal | $6,248 |
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 4.55% | 8.57%-4.0pp | 7.87%-3.3pp | 9.29%-4.7pp |
| Employer contribution / active EE | $7,792 | $19,481-60.0% | $31,768-75.5% | $15,168-48.6% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |