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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Securities Custodian | $162,743 |
FRANK GORDON GERWIG & ASSOCIATES5+ years Service code 14 · EIN 52-1777375 122 SOUTH CENTRE STREET · CUMBERLAND, MD 21502 | Plan Administrator | $40,200 |
TURNBULL, HOOVER, & KAHL, P.A.5+ years Filed as: TURNBULL, HOOVER & KAHL PA Service code 10 · EIN 52-1518807 217 GLENN ST. SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $22,700 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 11 · EIN 52-0807416 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Actuarial | $21,886 |
BEINS, AXELROD P.C.5+ years Service code 29 · EIN 52-1713905 1717 K ST. NW, STE. 1120 · WASHINGTON, DC 20036 | Legal | $7,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -6.52% | 6.95%-13.5pp | 8.01%-14.5pp | 627.08%-633.6pp |
| Employer contribution / active EE | $11,518 | $11,635-1.0% | $29,475-60.9% | $18,824-38.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |