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 Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 270 PARK AVENUE - 22ND FLOOR · NEW YORK, NY 100172014 | Advisory (Plan) | $437,752 |
INTRUST BANK, N.A.9+ years Service code 21 · EIN 48-0477525 | Bank Trustee | $100,237 |
Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $33,950 |
HOGANTAYLOR LLP4 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,000 |
TWG BENEFITS, INC.9+ years Service code 11 · EIN 36-4028918 | Actuarial | $9,307 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 27 · EIN 42-1658828 | Advisory (Plan) | $0 |
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 | $3,299,877-100.0% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 12.67% | 37.74%-25.1pp | 5.63%+7.0pp | 37.74%-25.1pp |
| Employer contribution / active EE | $589 | $15,781-96.3% | $36,086-98.4% | $15,781-96.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |