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 BARNEY3 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $967,978 |
LOOMIS SAYLES3 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $465,622 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $238,138 |
JIM HALLINAN PENSION CONSULTING LLC10+ years Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $183,527 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $150,000 |
MOONEY, GREEN, SAINDON, MURPHY & WE10+ years Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $141,178 |
COMERICA BANK4 years Filed as: COMERICA Service code 19 · EIN 52-6118568 | Securities Custodian | $108,981 |
ROBIN S. WEINGAST & ASSOCIATES, INC10+ years Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $89,943 |
YIYUN CHANG3 years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $82,868 |
LUKMAN BAGGIA3 years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $82,205 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 7.18% | 10.71%-3.5pp | 8.39%-1.2pp | 10.71%-3.5pp |
| Employer contribution / active EE | $18,020 | $14,986+20.2% | $20,497-12.1% | $14,986+20.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $16-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |