See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $84,251 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-2823147 | Legal | $56,424 |
Filed as: TIC INTERNATIONAL, CORP Service code 10 · EIN 13-2600875 | Accounting | $33,680 |
Service code 11 · EIN 35-2156428 | Actuarial | $17,932 |
Service code 10 · EIN 38-2284921 | Accounting | $14,800 |
FRANKLIN TEMPLETON4 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 INVESTMENTS1 year Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST, 2300 · ATLANTA, GA 30309 | Investment Management | $0 |
INVESCO4 years Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 641219078 | Investment Management | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $60,528-100.0% | $201,582-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 23.6%-23.6pp | 8.4%-8.4pp |
| Annual return | 35.33% | 12.40%+22.9pp | 11.08%+24.3pp | 18.34%+17.0pp |
| Employer contribution / active EE | $6,009 | $8,936-32.8% | $28,409-78.8% | $14,665-59.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,559-100.0% | $9,141-100.0% |