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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310844 | Securities Custodian | $116,130 |
BENESYS, INC.8 years Filed as: BENESYS INC. Service code 12 · EIN 38-6058023 | Direct payment from the plan; Claims ... | $59,761 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE Service code 28 7501 WISCONSIN AVE. SUITE #1500W · BETHESDA, MD 20814 | Investment Management | $41,840 |
ANCORA ADVISORS1 year Filed as: ANCORA Service code 28 6060 PARKLAND BOULEVARD · MAYFIELD HEIGHTS, OH 44124 | Investment Management | $28,396 |
THE SEGAL COMPANY1 year Filed as: SEGAL SBH Service code 28 116 HUNTINGTON AVE · BOSTON, MA 021165744 | Investment Management | $24,088 |
ASCENSUS LLC10+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $21,396 |
Filed as: WRUBEL WESLEY & CO C.P.A.'S Service code 28 · EIN 38-2574238 | Investment Management | $15,330 |
Filed as: TCW Service code 28 515 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Investment Management | $14,379 |
ARISTOTLE CAPITAL MANAGEMENT3 years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $14,005 |
BOSTON PARTNERS1 year Filed as: BOSTON Service code 28 198 TREMONT STREET · BOSTON, MA 02116 | Investment Management | $14,005 |
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 | $0 | $22,885-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | - | - |
| Annual return | 6.40% | 10.07%-3.7pp | 7.68%-1.3pp | 10.07%-3.7pp |
| Employer contribution / active EE | $21,150 | $15,205+39.1% | $14,873+42.2% | $15,205+39.1% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $0 | $0 | $2,111-100.0% | - |