See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); No... | $160,667 |
SMITH, CARNEY & CO., P.C.6+ years Service code 11 · EIN 73-1225615 5100 N. BROOKLINE, SUITE 1000 · OKLAHOMA CITY, OK 731225165 | Actuarial | $45,000 |
BENEFIT RESOURCES, INC.2 years Service code 14 · EIN 76-0560949 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $39,718 |
RETIREMENT, LLC6+ years Service code 29 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Legal | $16,510 |
UNION INSURANCE GROUP1 year Service code 22 · EIN 36-4226088 303 WEST ERIE STREET, SUITE 310 · CHICAGO, IL 60654 | Insurance Broker | $10,483 |
CUBIC ASSET MANAGEMENT3 years Service code 28 · EIN 65-1312579 800 BOYLSTON STREET · BOSTON, MA 02199 | Investment Management | $7,068 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant 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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 11.05% | 9.38%+1.7pp | 8.01%+3.0pp | 9.29%+1.8pp |
| Employer contribution / active EE | $10,489 | $9,605+9.2% | $29,475-64.4% | $15,168-30.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |