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 | $158,728 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $74,910 |
Service code 29 · EIN 94-2952627 | Legal | $24,072 |
MORRIS DAVIS CHAN & TAN LLP2+ years Service code 10 · EIN 94-2214860 | Accounting | $21,029 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, NA Service code 12 · EIN 13-4994650 | Trustee (bank, trust company, or simi... | $13,111 |
Service code 12 | Float revenue; Trustee (bank, trust c... | $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.
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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 4.69% | 4.40%+0.3pp | 18.87%-14.2pp | 4.56%+0.1pp |
| Employer contribution / active EE | $34,250 | $10,694+220.3% | $19,828+72.7% | $15,526+120.6% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |