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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $136,781 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $48,822 |
LAWRENCE C. MUSGROVE ASSOCIATES2+ years Filed as: LAWRENCE C. MUSGROVE ASSOC, INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $45,216 |
ANDERSON & REED, LLP2+ years Filed as: ANDERSON & REED Service code 10 · EIN 54-0617257 | Accounting | $15,000 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN AND ABATO, PA Service code 29 · EIN 52-0904713 | Legal | $8,400 |
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.
Employer 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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 4.80% | 2.79%+2.0pp | 4.16%+0.6pp | 11.88%-7.1pp |
| Employer contribution / active EE | $3,380 | $10,530-67.9% | $29,966-88.7% | $14,612-76.9% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |