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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Advisory (Plan) | $177,431 |
UMR8+ years Service code 13 · EIN 39-1995276 230 LEXINGTON GREEN CIR · LEXINGTON, KY 40503 | Contract Administrator | $38,861 |
FRANK N HESTAND CPA PSC8+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $12,000 |
Filed as: OSBORNE CARRIERO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL,STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $12,000 |
GENESIS ASSET MANAGERS LLP5 years Filed as: GENESIS BENEFIT SOLUTIONS INC Service code 17 7007 GRAHAM RD. 208 · INDIANAPOLIS, IN 46220 | Pension Consulting | $5,013 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -16.05% | -8.26%-7.8pp | -5.84%-10.2pp | 2.77%-18.8pp |
| Employer contribution / active EE | $5,605 | $12,543-55.3% | $31,839-82.4% | $15,262-63.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |