See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $168,653 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 31-1213174 | Actuarial | $135,610 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $60,562 |
REHMANN ROBSON2+ years Filed as: REHMANN ROBSON LLC Service code 11 · EIN 38-3635706 | Actuarial | $9,238 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 3.04% | 4.08%-1.0pp | 3.97%-0.9pp | 11.88%-8.8pp |
| Employer contribution / active EE | $7,647 | $19,692-61.2% | $28,168-72.9% | $14,612-47.7% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |