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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 14 · EIN 26-4310632 | Plan Administrator | $146,986 |
MILLIMAN, INC.2+ years Filed as: MILLMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $96,827 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $42,620 |
Filed as: ARCHER BYINGTON & LEVINE LLP Service code 29 · EIN 26-0873462 | Legal | $42,291 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $30,156 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 800 LASALLE AVENEUE, SUITE 1100 · MINNEAPOLIS, MN 554022054 | Investment Management | $29,211 |
RIDGEWORTH2+ years Filed as: SEIX INVESTMENT ADVISORS, LLC Service code 28 · EIN 26-1483110 | Investment Management | $26,591 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 PO BOX 8528 · BOSTON, MA 022668528 | Investment Management | $22,947 |
Filed as: TCW LARGE CAP VALUE Service code 28 · EIN 93-0939400 | Investment Management | $22,876 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 70 WEST MADISON STREET, SUITE 2400 · CHICAGO, IL 60602 | Investment Management | $22,703 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 3.11% | 3.49%-0.4pp | 4.16%-1.0pp | 7.18%-4.1pp |
| Employer contribution / active EE | $11,095 | $11,083+0.1% | $29,966-63.0% | $13,095-15.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |