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 BARNEY8+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $166,965 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 | Contract Administrator | $123,024 |
INVESCO1 year Filed as: INVESCO ADVISERS Service code 28 · EIN 58-1707262 | Investment Management | $86,931 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $73,922 |
VENABLE LAW FIRM1 year Service code 29 · EIN 58-1824267 | Legal | $34,165 |
Filed as: PLUMBERS AND PIPEFITTERS LOCAL 123 Service code 49 3601 MCINTOSH RD · DOVER, FL 33527 | Other Services | $22,365 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $15,501 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISERS Service code 28 · EIN 13-3257590 | Investment Management | $14,280 |
Filed as: DENNIS G JENKINS CPA LLC Service code 10 · EIN 20-5886120 | Accounting | $9,000 |
FOUNDRY PARTNERS4 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $8,510 |
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.
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 | -13.77% | -8.26%-5.5pp | -5.84%-7.9pp | 2.77%-16.5pp |
| Employer contribution / active EE | $11,779 | $12,543-6.1% | $31,839-63.0% | $15,262-22.8% |
| 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% |