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 |
|---|---|---|
SEAFARERS VACATION PLAN8 years Service code 15 · EIN 13-5602047 | Recordkeeping | $50,000 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Service code 11 · EIN 13-2831500 | Actuarial | $45,000 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $44,666 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS REALTY INVESTORS LLC Service code 18 10 STATE HOUSE SQUARE, 15TH FL · HARTFORD, CT 06103 | Investment management fees paid indir... | $31,705 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $24,000 |
COMERICA BANK5 years Service code 49 1717 MAIN STREET · DALLAS, TX 75201 | Other Services | $17,415 |
GUADALUPE MURILLO10+ years Service code 49 944 KING AVENUE · WILMINGTON, CA 90744 | Other Services | $7,911 |
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 | $937,755-100.0% | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | - |
| Annual return | 11.12% | 71.39%-60.3pp | 8.91%+2.2pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $24,376-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $14-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $692-100.0% | - |