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 8-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 BARNEY7+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $213,535 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $91,108 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $68,662 |
NATIONAL EMPLOYEE BENEFIT ADMIN7+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 2010 NW 150TH AVE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $36,000 |
VENABLE LLP7+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N 56TH ST, STE 380 · TAMPA, FL 33617 | Legal | $18,000 |
Filed as: JOHN HANCOCK Service code 72 · EIN 01-0233346 164 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Other investment fees and expenses | $12,916 |
KSDT & CO, LLC.7+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $8,890 |
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -4.40% | -6.78%+2.4pp | -5.84%+1.4pp | 39.77%-44.2pp |
| Employer contribution / active EE | $12,996 | $13,335-2.5% | $31,839-59.2% | $19,959-34.9% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |