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 9-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 Filed as: MORGAN STANLEY Service code 15 · EIN 11-3658445 | Recordkeeping | $467,441 |
Filed as: THE LAW OFFICE OF RICHARD K JONES Service code 29 2950 HALCYON LANE, UNIT 303 · JACKSONVILLE, FL 32223 | Legal | $86,673 |
Filed as: VENTURE POINTE Service code 15 8659 BAYPINE ROAD · JACKSONVILLE, FL 32256 | Recordkeeping | $66,646 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (SOUTHEAST) INC. Service code 11 PO BOX 4125 CHURCH STREET STATION · NEW YORK, NY 102614125 | Actuarial | $60,000 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $52,500 |
Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450 | Legal | $23,565 |
Filed as: PENSION BOARD CONSULTANTS INC. Service code 11 · EIN 59-1997474 | Actuarial | $23,480 |
GEOGRAMETRIX9+ years Service code 15 9838 OLD BAYMEADOWS RD #347 · JACKSONVILLE, FL 32256 | Recordkeeping | $20,693 |
THE LAMBOS FIRM, LLP1 year Filed as: THE LAMBOS FIRM LLP Service code 29 · EIN 13-3864093 | Legal | $14,884 |
WAYNETTA MCGRAW3 years Service code 10 · EIN 59-0834277 | Accounting | $13,673 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 7.92% | 10.77%-2.8pp | 19.25%-11.3pp | 10.77%-2.8pp |
| Employer contribution / active EE | $12,996 | $15,292-15.0% | $28,682-54.7% | $15,292-15.0% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $55-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |