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 BARNEY2+ years Service code 28 · EIN 26-4310632 2650 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Investment Management | $65,335 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Service code 13 · EIN 52-0940029 911 RIDGEBROOK ROAD · SPARKS, MD 21152 | Contract Administrator | $32,670 |
TURNBULL, HOOVER, & KAHL, P.A.2+ years Filed as: TURNBULL HOOVER & KAHL, P.A. Service code 10 · EIN 52-1518807 217 GLENN STREET · CUMBERLAND, MD 21502 | Accounting | $24,485 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN. CO Service code 23 · EIN 06-1050034 280 TRUMBULL ST 8TH FLOOR · HARTFORD, CT 06103 | Insurance services | $11,019 |
BEINS, AXELROD P.C.2+ years Filed as: BEINS AXELROD PC Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $10,600 |
PHOENIX INNOVATE2+ years Filed as: THE PHOENIX BENEFITS GROUP, INC. Service code 11 · EIN 20-0294810 SUITE 336 - 4232 BROWNSVILLE ROAD · PITTSBURGH, PA 15222 | Actuarial | $9,676 |
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.63% | 5.68%-1.0pp | 4.74%-0.1pp | 4.56%+0.1pp |
| Employer contribution / active EE | $5,622 | $16,243-65.4% | $36,089-84.4% | $15,526-63.8% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |