Filed September 6, 2023
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 BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310844 | Investment Management | $108,996 |
FIRST STATE TRUST COMPANY2+ years Filed as: FIRST STATE TRUST Service code 19 · EIN 13-3124172 | Securities Custodian | $36,602 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVSTRS FD MGMT LLC Service code 28 · EIN 06-1349805 | Investment Management | $8,221 |
Service code 28 · EIN 33-0704072 | Investment Management | $5,463 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 8.77% | 11.00%-2.2pp | 9.39%-0.6pp | 10.41%-1.6pp |
| Employer contribution / active EE | $0 | $16,132-100.0% | $33,466-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |