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 BARNEY2+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $248,896 |
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE · PEMBROKE PINES, FL 33028 | Contract Administrator | $91,213 |
LEE BESSELL2+ years Service code 29 · EIN 65-0470827 900 NORTH FEDERAL HIGHWAY STE 304 · HALLANDALE, FL 33009 | Legal | $54,640 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 900 ASHWOOD PARKWAY SUITE 170 · ATLANTA, GA 30338 | Actuarial | $42,148 |
ERIC J. FERNANDEZ & CO.2+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $21,354 |
Filed as: CAP TRUST ADVISORS Service code 27 | Advisory (Plan) | $20,755 |
STEVEN D EISENBERG CPA PA2+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $19,925 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $16,386 |
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.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.59% | 13.03%-3.4pp | 10.36%-0.8pp | 23.90%-14.3pp |
| Employer contribution / active EE | $5,709 | $15,779-63.8% | $37,738-84.9% | $16,539-65.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |