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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $631,017 |
MILLIMAN, INC.10+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $110,884 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $32,945 |
ARCHER, BYINGTON, GLENNON & LEVINE10+ years Filed as: ARCHER BYINGTON & LEVINE LLP Service code 29 · EIN 26-0873462 | Legal | $22,738 |
L. 363 JAT R.E. CORP.10+ years Service code 50 · EIN 13-3765269 | Direct Payment | $17,520 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $9,200 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.86% | 11.08%-1.2pp | 8.09%+1.8pp | 8.76%+1.1pp |
| Employer contribution / active EE | $14,750 | $13,910+6.0% | $28,674-48.6% | $16,640-11.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |