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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 | Securities Custodian | $116,247 |
Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVENUE SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $65,378 |
BENESYS, INC.1 year Filed as: BENSYS INC Service code 12 · EIN 38-6058023 | Direct payment from the plan; Other s... | $56,277 |
CUNI, RUST & STRENK8+ years Service code 11 4555 FOREST DRIVE #620 · CINCINNATI, OH 45242 | Actuarial | $43,900 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $28,533 |
ASCENSUS LLC8+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $19,309 |
Filed as: GREAT LAKES SMD Service code 28 231 SOUTH LASALLE ST 4TH FLOOR · CHICAGO, IL 60604 | Investment Management | $16,406 |
Filed as: WRUBEL WESLEY & CO CPAS Service code 10 · EIN 38-2574238 | Accounting | $14,583 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE Service code 28 610 MARKET STREET · PHILADELPHIA, PA 191062354 | Investment Management | $11,915 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE Service code 28 5900 SOUTHWEST PKWY UNIT 1 · AUSTIN, TX 78735 | Investment Management | $11,915 |
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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 0.01% | 146.80%-146.8pp | 20.18%-20.2pp | 22.81%-22.8pp |
| Employer contribution / active EE | $18,134 | $13,016+39.3% | $29,108-37.7% | $18,290-0.9% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |