See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $53,737 |
METRO BENEFITS, INC.4 years Service code 11 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 152375232 | Actuarial | $40,597 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 23 · EIN 06-1050034 | Insurance services; Direct payment fr... | $1,305 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 7.42% | 13.92%-6.5pp | 11.31%-3.9pp | 11.84%-4.4pp |
| Employer contribution / active EE | $7,351 | $18,856-61.0% | $35,729-79.4% | $17,339-57.6% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |