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 CONSULTING5 years Service code 11 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Actuarial | $280,534 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY HLD LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $114,526 |
FIRST STATE TRUST COMPANY9+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $27,686 |
KEITER3 years Filed as: KEITER STEPHENS HURST GARY SHREAVES Service code 10 · EIN 54-1631262 4401 DOMINION BLVD · GLEN ALLEN, VA 23060 | Accounting | $18,162 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,040-100.0% | $148,078-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 44.0%-44.0pp |
| Annual return | 4.30% | 3.92%+0.4pp | 6.78%-2.5pp | 13.05%-8.7pp |
| Employer contribution / active EE | $72,364 | $35,642+103.0% | $25,154+187.7% | $37,639+92.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $30,864-100.0% |