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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $75,920 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 · EIN 38-2823147 | Legal | $46,104 |
Filed as: TIC INTERNATIONAL, CORP Service code 10 · EIN 13-2600875 | Accounting | $34,603 |
UNITED ACTUARIAL SERVCIES4 years Service code 11 · EIN 35-2156428 | Actuarial | $19,000 |
Service code 10 · EIN 38-2284921 | Accounting | $16,300 |
FRANKLIN TEMPLETON7 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 INVESTMENTS4 years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
EARNEST PARTNERS, LLC7 years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST, 2300 · ATLANTA, GA 30309 | Investment Management | $0 |
INVESCO7 years Service code 28 P.O. BOX 219078 · KANSAS CITY, MO 641219078 | 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.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 7.51% | 7.29%+0.2pp | 8.09%-0.6pp | 8.23%-0.7pp |
| Employer contribution / active EE | $9,400 | $9,761-3.7% | $28,732-67.3% | $13,859-32.2% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |