See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION4+ years Service code 10 · EIN 13-2501278 | Accounting | $707,891 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $191,090 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2755549 | Investment Management | $145,229 |
SCHWARTZ, STEINSAPIR, ET AL4+ years Service code 29 · EIN 95-2077781 | Legal | $94,339 |
ENHANCED RETIREMENT SOLUTIONS4+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 28 · EIN 01-0614895 | Investment Management | $82,334 |
RVK, INC.4+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $57,217 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $49,605 |
US BANK4+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $41,338 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $40,939 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $27,250 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,764,297-100.0% | $68,458-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -5.55% | -1.95%-3.6pp | -0.87%-4.7pp | -1.95%-3.6pp |
| Employer contribution / active EE | $2,042 | $9,243-77.9% | $21,826-90.6% | $9,243-77.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $656-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $165-100.0% | $62,356-100.0% |