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: GALLAGHER BENEFIT SERVICES Service code 11 · EIN 36-4291971 | Actuarial | $123,240 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 200 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $73,183 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $19,095 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $15,300 |
Filed as: FIRST STATE TRUST COMPAN Service code 12 · EIN 13-3124172 | Claims processing; Float revenue; Tru... | $11,388 |
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.
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 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 5.43% | 6.95%-1.5pp | 8.91%-3.5pp | 8.23%-2.8pp |
| Employer contribution / active EE | $26,238 | $9,078+189.0% | $24,376+7.6% | $13,859+89.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |