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 BARNEY3 years Filed as: GRAYSTONE CONSULTING (MSSB) Service code 27 · EIN 13-2919773 | Advisory (Plan) | $553,853 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $179,843 |
MDT ADVISORS10+ years Filed as: MDT ADVISOR MGMT Service code 28 · EIN 94-3267050 | Investment Management | $146,692 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $135,052 |
DAVID DUFFY CPA PLLC10+ years Service code 10 · EIN 38-2771817 | Accounting | $80,493 |
FINKEL WHITEFIELD SELIK3 years Filed as: FINKEL WHITEFIELD FELDMAN Service code 29 · EIN 38-2529039 | Legal | $54,622 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ASSET MGMT Service code 28 · EIN 74-2798841 | Investment Management | $46,357 |
Filed as: GREGORY KAZMIERSKI Service code 30 · EIN 38-6234363 | Employee (plan); Direct payment from ... | $39,039 |
MICHELLE OCHOCINSKI3 years Filed as: MICHELLE M ZACNY Service code 30 · EIN 38-6234363 | Employee (plan); Direct payment from ... | $29,048 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 66 HUDSON BLVD · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $14,518 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 7.23% | 9.12%-1.9pp | 9.57%-2.3pp | 10.77%-3.5pp |
| Employer contribution / active EE | $18,588 | $14,150+31.4% | $26,706-30.4% | $15,292+21.6% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |