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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $55,269 |
SEAFARERS VACATION PLAN4 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BASIL CASTROVINCI ASSOCIATES INC6+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
Filed as: UBS REALTY INVESTORS LLC Service code 18 10 STATE HOUSE SQUARE, 15TH FL · HARTFORD, CT 06103 | Investment advisory (plan); Investmen... | $38,357 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $24,000 |
ULLICO5 years Filed as: UNION BANK Service code 49 400 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Other Services | $23,486 |
GUADALUPE MURILLO6+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,956 |
COMERICA BANK1 year Service code 49 | Other Services | $7,581 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | - |
| Annual return | 7.83% | 42.38%-34.6pp | 10.57%-2.7pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $18,335-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $5-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $8,713-100.0% | - |