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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $102,929 |
TIC INTERNATIONAL CORPORATION5+ years Filed as: TIC INTERNATIONAL CORP. Service code 10 · EIN 13-2600875 | Accounting | $32,028 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-2823147 | Legal | $21,880 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $15,500 |
Service code 10 · EIN 38-2284921 | Accounting | $14,400 |
CAMBIAR INVESTORS LLC3 years Filed as: CAMBIAR INVESTORS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE., 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 20 ALLEN AVE 300 · WEBSTER GROVES, MO 63119 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPTIAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EARNEST PARTNERS, LLC3 years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST, 2300 · ATLANTA, GA 30309 | Investment Management | $0 |
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.
Annual investment return 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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | -5.20% | 9.38%-14.6pp | 8.01%-13.2pp | 9.29%-14.5pp |
| Employer contribution / active EE | $7,833 | $9,605-18.4% | $29,475-73.4% | $15,168-48.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |