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 |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BENEFIT CORPORATION Service code 10 · EIN 55-0672859 | Accounting | $187,959 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $132,993 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $127,725 |
ALLIANZ GLOBAL INVESTORS3 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 06-1349805 | Investment Management | $112,928 |
COLOMBO & COLOMBO, PC6+ years Service code 29 · EIN 38-2285740 | Legal | $41,756 |
GRAY, GRIFFITH & MAYS, A.C.2 years Filed as: GRAY GRIFFITH & MAYS Service code 10 · EIN 55-0621482 707 VIRGINIA STREAT, EAST, SUITE 40 · CHARLESTON, WV 25301 | Accounting | $15,000 |
PIMCO FUNDS2 years Service code 10 · EIN 33-0629048 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $10,045 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 8.07% | 13.15%-5.1pp | -2.84%+10.9pp | 11.45%-3.4pp |
| Employer contribution / active EE | $1,936 | $23,714-91.8% | $33,329-94.2% | $17,219-88.8% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |