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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $142,143 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $70,842 |
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 10 · EIN 38-2383171 | Accounting | $58,570 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 12 · EIN 22-3361201 | Direct payment from the plan; Claims ... | $57,846 |
Filed as: NOVARA TESIJA & CATENACCI PLLC Service code 29 888 W. BIG BEAVER SUITE 600 · TROY, MI 48084 | Legal | $46,447 |
COMERICA BANK5+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $29,646 |
Service code 10 · EIN 38-2574238 | Accounting | $15,600 |
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.
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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | -0.87% | 12.26%-13.1pp | 10.57%-11.4pp | 9.29%-10.2pp |
| Employer contribution / active EE | $32,821 | $20,182+62.6% | $29,483+11.3% | $15,168+116.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |