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 CONSULTING2 years Service code 11 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Actuarial | $180,908 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $133,006 |
FIRST STATE TRUST COMPANY6+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $29,226 |
KEITER2 years Filed as: KEITER STEPHENS HURST GARY SHRIEVES Service code 10 · EIN 54-1631262 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $12,849 |
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 | $54,060-100.0% | $54,060-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 6.74% | 7.73%-1.0pp | 36.37%-29.6pp | 9.30%-2.6pp |
| Employer contribution / active EE | $84,171 | $59,889+40.5% | $37,223+126.1% | $43,742+92.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |