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 9-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 |
|---|---|---|
AON CONSULTING1 year Service code 11 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Actuarial | $206,940 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $101,669 |
KEITER1 year Filed as: KEITER STEPHENS HURST GARY SHRIEVES Service code 10 · EIN 54-1631262 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $17,004 |
FIRST STATE TRUST COMPANY5+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $16,377 |
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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 6.43% | 4.61%+1.8pp | 793.01%-786.6pp | 259.13%-252.7pp |
| Employer contribution / active EE | $157,510 | $40,806+286.0% | $27,004+483.3% | $41,469+279.8% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |