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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $191,250 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 31-1213174 | Actuarial | $141,923 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO D/B/A MATRIX TRUST Service code 21 · EIN 75-3182674 | Bank Trustee | $57,262 |
REHMANN ROBSON3+ years Filed as: REHMANN ROBSON LLC Service code 11 · EIN 38-3635706 | Actuarial | $9,600 |
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 13.29% | 10.88%+2.4pp | 9.39%+3.9pp | 13.95%-0.7pp |
| Employer contribution / active EE | $7,275 | $18,458-60.6% | $33,466-78.3% | $16,598-56.2% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |