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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 11 · EIN 11-3658445 | Actuarial | $2,464,963 |
Filed as: SHEET METAL BENEFIT PLANS ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $2,133,170 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $607,261 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 | Investment Management | $303,261 |
COLUMBIA8 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $300,142 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $285,883 |
MCMORGAN & COMPANY LLC7 years Service code 28 · EIN 52-2334338 | Investment Management | $264,202 |
FOX ROTHSCHILD LLP1 year Service code 29 · EIN 23-1404723 | Legal | $261,431 |
MARTIN CURRIE3 years Service code 28 280 PARK AVE · NEW YORK, NY 10017 | Investment Management | $252,762 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $244,310 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.50% | 8.48%-1.0pp | 8.09%-0.6pp | 8.48%-1.0pp |
| Employer contribution / active EE | $16,393 | $9,949+64.8% | $28,732-42.9% | $9,949+64.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |