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: MORGAN STANLEY SMITH BARNEY, LLC Service code 21 · EIN 26-4310632 | Bank Trustee | $73,066 |
FIRST STATE TRUST COMPANY8 years Filed as: FIRST STATE TRUST CO Service code 21 · EIN 13-3124172 | Bank Trustee | $14,217 |
SIKICH LLP2 years Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $12,979 |
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.
Participant 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 | $138,807-100.0% | $138,807-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 10.0%-10.0pp | 39.2%-39.2pp |
| Annual return | 10.01% | 8.45%+1.6pp | 8.39%+1.6pp | 13.91%-3.9pp |
| Employer contribution / active EE | $14,705 | $25,911-43.3% | $20,497-28.3% | $35,282-58.3% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |