See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $306,465 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 522 FIFTH AVENUE · NEW YORK, NY 10036 | Investment Management | $251,132 |
FIRST STATE TRUST COMPANY4 years Filed as: FIRST STATE BANK Service code 21 24300 LITTLE MACK · ST. CLAIR SHORES, MI 48080 | Bank Trustee | $65,383 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 14.99% | 8.77%+6.2pp | 10.57%+4.4pp | 259.13%-244.1pp |
| Employer contribution / active EE | $448,182 | $30,532+1367.9% | $18,335+2344.4% | $41,469+980.8% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |