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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $203,951 |
RIDGEWORTH1+ years Filed as: NFJ INVESTMENT GROUP Service code 28 · EIN 75-2555709 | Investment Management | $154,078 |
STONER & ASSOCIATES1+ years Service code 14 · EIN 31-1219231 | Plan Administrator | $152,196 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $76,037 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $40,450 |
COLOMBO & COLOMBO, PC1+ years Service code 29 · EIN 38-2285740 | Legal | $28,830 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ FAROFIM & CO. Service code 28 · EIN 74-1312679 | Investment Management | $26,679 |
Filed as: ARTHUR J. GALLAGHER RISK MANAGEMENT Service code 28 · EIN 36-2102482 | Investment Management | $25,354 |
SASLOW, LUFKIN & BUGGY, LLP1+ years Service code 10 · EIN 06-1533253 | Accounting | $19,572 |
THE HARTFORD1+ years Service code 28 · EIN 13-3317783 | Investment Management | $9,199 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -3.12% | -0.74%-2.4pp | -1.08%-2.0pp | -0.60%-2.5pp |
| Employer contribution / active EE | $2,663 | $12,555-78.8% | $35,779-92.6% | $12,272-78.3% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |