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 |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION10+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $1,020,304 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $228,364 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $141,020 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $109,660 |
Filed as: BUSH GOTTLIEB Service code 29 801 N BRAND BLVD · GLENDALE, CA 91203 | Legal | $79,619 |
US BANK10+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $74,009 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $54,154 |
Service code 10 · EIN 54-2189926 | Accounting | $49,284 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $31,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 9.29% | 8.85%+0.4pp | 7.14%+2.2pp | 8.85%+0.4pp |
| Employer contribution / active EE | $3,227 | $8,529-62.2% | $20,022-83.9% | $8,529-62.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $31-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |