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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MSSB Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $214,313 |
FIRST STATE TRUST COMPANY8 years Service code 59 · EIN 13-3124172 | Shareholder Servicing | $40,620 |
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.
Employer contribution per participant 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 | $36,224-100.0% | $205,371-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.2%-56.2pp | 2.1%-2.1pp |
| Annual return | 11.92% | 9.16%+2.8pp | 5.90%+6.0pp | 9.16%+2.8pp |
| Employer contribution / active EE | $6,211 | $19,955-68.9% | $24,714-74.9% | $19,955-68.9% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $644-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $13,227-100.0% | $200-100.0% |