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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $159,288 |
KELLIANNE MCINNIS2 years Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $97,969 |
THERESA GRILLO8 years Filed as: THERESA WALTERS Service code 30 · EIN 51-6112573 | Employee (plan); Direct payment from ... | $66,966 |
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-9188367 | Actuarial | $51,180 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $34,263 |
CARY KANE LLP3 years Filed as: CARY KANE, PLLC Service code 29 · EIN 88-1989795 | Legal | $23,810 |
TARTER KRINSKY & DROGIN2 years Filed as: TARTER KRINSKY & DROGIN LLP Service code 29 · EIN 13-4160916 | Legal | $19,922 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO LLP Service code 16 · EIN 13-1578842 | Consulting | $10,000 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.76% | 8.51%+0.2pp | 10.54%-1.8pp | 8.76%0pp |
| Employer contribution / active EE | $14,975 | $16,216-7.7% | $26,782-44.1% | $16,627-9.9% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |