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 Service code 28 · EIN 26-4310632 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Investment Management | $68,892 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $28,090 |
TURNBULL, HOOVER, & KAHL, P.A.1+ years Filed as: TURNBULL HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $19,650 |
BEINS, AXELROD P.C.1+ years Filed as: BEINS AXELROD PC Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $14,509 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN. CO Service code 23 · EIN 06-1050034 280 TRUMBULL ST 8TH FLOOR · HARTFORD, CT 06103 | Insurance services | $13,390 |
PHOENIX INNOVATE1+ years Filed as: THE PHOENIX BENEFITS GROUP, INC. Service code 11 · EIN 20-0294810 SUITE 137 - 4232 BROWNSVILLE ROAD · PITTSBURGH, PA 15222 | Actuarial | $12,070 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -1.88% | -0.83%-1.1pp | -0.81%-1.1pp | -7.14%+5.3pp |
| Employer contribution / active EE | $5,481 | $16,035-65.8% | $38,425-85.7% | $14,613-62.5% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |