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 BARNEY10+ years Service code 19 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Securities Custodian | $201,287 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 11590 NORTH MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $51,564 |
MACALA & PIATT, LLC10+ years Filed as: MACALA & PIATT Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $50,373 |
BENESYS, INC.10+ years Service code 13 3660 STUTZ DRIVE STE 101 · CANFIELD, OH 44406 | Contract Administrator | $46,853 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $18,600 |
PBGC PREMIUM10+ years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $13,875 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Recordkeeping | $5,332 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 5.87% | 11.85%-6.0pp | 9.65%-3.8pp | 9.82%-3.9pp |
| Employer contribution / active EE | $8,249 | $8,767-5.9% | $26,259-68.6% | $13,587-39.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |