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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 15 · EIN 11-3658445 | Recordkeeping | $200,103 |
Service code 12 · EIN 99-0940151 | Claims processing; Copying and duplic... | $95,739 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 12 · EIN 65-0498809 | Copying and duplicating; Other servic... | $54,913 |
Service code 29 · EIN 72-0999672 | Legal | $52,897 |
SOUTHERN ACTUARIAL SERVICES10+ years Filed as: SOUTHERN ACTUARIAL SERVICES CO.,INC Service code 11 · EIN 58-2409046 | Actuarial | $23,625 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $22,200 |
FOUNDRY PARTNERS9 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $15,390 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 49 · EIN 56-0939887 | Other Services | $7,485 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.35% | 9.24%-1.9pp | 9.65%-2.3pp | 10.71%-3.4pp |
| Employer contribution / active EE | $7,405 | $14,215-47.9% | $26,259-71.8% | $14,986-50.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |