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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 11-3658445 2330 W. JOPPA RD. · LUTHERVILLE, MD 21093 | Securities Custodian | $48,055 |
BOLTON PARTNERS, INC.7 years Service code 11 · EIN 52-1231144 1 W PENNSYLVANIA AVE. · TOWSON, MD 21204 | Actuarial | $46,829 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $45,437 |
Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $35,950 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 23 · EIN 06-1050034 280 TRUMBULL ST. · HARTFORD, CT 06103 | Insurance services; Direct payment fr... | $7,408 |
Service code 49 · EIN 23-2177800 | Other Services | $0 |
Service code 49 · EIN 13-2984374 | Other Services | $0 |
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 | $206,041-100.0% | $201,416-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 44.0%-44.0pp |
| Annual return | 4.57% | 7.45%-2.9pp | 8.09%-3.5pp | 13.05%-8.5pp |
| Employer contribution / active EE | $20,277 | $34,795-41.7% | $28,732-29.4% | $37,639-46.1% |
| Participant deferral / active EE | $0 | $2-100.0% | $7-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,864-100.0% |