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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $145,426 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 12 · EIN 65-0498809 | Plan Administrator; Other services; C... | $128,573 |
BMO HARRIS BANK NA6+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 28 · EIN 36-3673844 | Investment Management | $27,558 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $22,038 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $14,119 |
SOUTHERN ACTUARIAL SERVICES6+ years Filed as: SOUTHERN ACTUARIAL SERVICES CO.,INC Service code 11 · EIN 58-2409046 | Actuarial | $13,825 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 21.66% | 24.46%-2.8pp | 11.08%+10.6pp | 13.24%+8.4pp |
| Employer contribution / active EE | $5,386 | $11,981-55.0% | $28,409-81.0% | $14,616-63.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |