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 Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $598,503 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 58-2386669 | Investment Management | $382,149 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 22-3361201 | Investment Management | $341,527 |
BENESYS, INC.10+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $213,048 |
Filed as: METROPOLITAN WEST ASSET MGMT Service code 28 · EIN 95-3703295 | Investment Management | $134,320 |
Filed as: CENTERSQUARE INVESTMENT MGMT., INC. Service code 28 · EIN 23-2817243 | Investment Management | $63,825 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $63,825 |
Filed as: STEFANSKY, HOOLOWWAY & NICHOLS, INC Service code 10 · EIN 38-2383171 | Accounting | $33,476 |
Filed as: BOYD WATTERSON ASSETMANAGMEENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $30,742 |
Service code 29 · EIN 83-2893229 | Legal | $29,966 |
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 | 9.09% | 10.50%-1.4pp | 9.65%-0.6pp | 9.22%-0.1pp |
| Employer contribution / active EE | $19,541 | $14,720+32.8% | $26,259-25.6% | $13,567+44.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |