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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $55,269 |
SEAFARERS VACATION PLAN5 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BASIL CASTROVINCI ASSOCIATES INC7+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS REALTY INVESTORS LLC Service code 18 10 STATE HOUSE SQUARE, 15TH FL · HARTFORD, CT 06103 | Investment management fees paid direc... | $38,357 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $22,000 |
COMERICA BANK2 years Service code 49 | Other Services | $12,937 |
GUADALUPE MURILLO7+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,191 |
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 | $38,981-100.0% | $38,981-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 16.54% | 9.97%+6.6pp | 11.38%+5.2pp | 9.30%+7.2pp |
| Employer contribution / active EE | $0 | $28,819-100.0% | $18,467-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |