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 BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $46,632 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $36,046 |
KUSHNER, KIPPELMAN & TAUB, P.L.L.C.7+ years Filed as: KUSHNER, KIPPELMAN & TAUB, PLLC Service code 10 · EIN 26-1482899 | Accounting | $15,000 |
Service code 10 · EIN 38-2954392 | Accounting | $5,000 |
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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 4.66% | 12.41%-7.8pp | 11.31%-6.7pp | 18.34%-13.7pp |
| Employer contribution / active EE | $5,745 | $18,122-68.3% | $35,729-83.9% | $14,665-60.8% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |