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 |
|---|---|---|
Service code 11 · EIN 94-3253397 | Actuarial | $210,089 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $81,487 |
Service code 29 · EIN 94-2952627 | Legal | $40,996 |
MORRIS DAVIS CHAN & TAN LLP1+ years Service code 10 · EIN 94-2214860 | Accounting | $20,845 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 12 · EIN 13-4994650 | Recordkeeping fees; Float revenue; Di... | $18,084 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, NA Service code 12 | Float revenue; Claims processing; Tru... | $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -5.31% | -1.05%-4.3pp | -0.97%-4.3pp | -7.14%+1.8pp |
| Employer contribution / active EE | $17,878 | $8,702+105.5% | $22,441-20.3% | $14,613+22.3% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |