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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCE CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $428,851 |
UMR10+ years Service code 13 · EIN 31-1558779 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $55,602 |
BLACKROCK10+ years Filed as: BLACKROCK INVESTMENT MANAGEMENT Service code 28 55 E 52ND STREET · NEW YORK, NY 10055 | Investment Management | $40,201 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $12,100 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $10,000 |
Service code 29 600 VINE STREET, STE 2720 · CINCINNATI, OH 45202 | Legal | $8,219 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASS MUTUAL FINANCIAL GROUP Service code 28 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $8,057 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.42% | 9.24%+0.2pp | 9.65%-0.2pp | 10.71%-1.3pp |
| Employer contribution / active EE | $21,735 | $14,215+52.9% | $26,259-17.2% | $14,986+45.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |