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 SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $193,981 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $123,361 |
Filed as: EAGLE CAPITAL MANAGEMENT. Service code 12 · EIN 22-3361201 | Claims processing; Direct payment fro... | $59,363 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 12 · EIN 38-2383171 | Recordkeeping and information managem... | $59,006 |
COMERICA BANK3+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $27,458 |
Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $15,500 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 34895 GROESBECK · CLINTON TOWNSHIP, MI 48035 | Copying and duplicating; Other servic... | $5,629 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL J. MILLS Service code 29 1843 ORCHARD LAKE ROAD · SYLVEN LAKE, MI 483201742 | Legal | $5,596 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 6.50% | -1.43%+7.9pp | -0.70%+7.2pp | -0.69%+7.2pp |
| Employer contribution / active EE | $16,238 | $25,105-35.3% | $28,903-43.8% | $16,786-3.3% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |