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 BARNEY9+ years Service code 19 · EIN 26-4310632 777 S FLAGLER DRIVE STE 700 · WEST PALM BEACH, FL 33401 | Securities Custodian | $356,619 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Service code 13 · EIN 65-0498809 2010 NW 150TH AVENUE, SUITE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $133,550 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $54,158 |
STEVEN D EISENBERG CPA PA9+ years Filed as: STEVEN D. EISENBERG CPA, PA Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE 1128 · BOCA RATON, FL 33487 | Accounting | $26,473 |
CAP FINANCIAL PARTNERS, LLC8 years Filed as: CAP TRUST ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $25,335 |
ERIC J. FERNANDEZ & CO.9+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824869 7402 N. 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $23,849 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 I STREET N.W. · WASHINGTON, DC 20006 | Investment Management | $18,951 |
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 15.86% | 7.99%+7.9pp | 9.14%+6.7pp | 8.76%+7.1pp |
| Employer contribution / active EE | $14,335 | $10,583+35.4% | $40,544-64.6% | $16,627-13.8% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |