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 BARNEY1+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 270 PARK AVENUE · NEW YORK, NY 10017 | Bank Trustee | $198,591 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 1001 LAKESIDE AVENUE, SUITE 1900 · CLEVELAND, OH 441141306 | Actuarial | $136,762 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 500 FIFTH AVENUE, SUITE 2520 · NEW YORK, NY 10110 | Investment Management | $89,245 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER, 27TH FLOOR · BOSTON, MA 02111 | Investment Management | $32,405 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.35% | 4.01%-6.4pp | -2.00%-0.4pp | 1.67%-4.0pp |
| Employer contribution / active EE | $17,061 | $6,352+168.6% | $34,470-50.5% | $10,506+62.4% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |