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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 P.O. BOX 1095 · BURLINGTON, VT 05402 | Advisory (Participants) | $41,524 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY USA Service code 15 · EIN 80-0709115 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $23,549 |
PENSION WORKS, INC.1 year Service code 14 · EIN 03-0359635 382 HERCULES DRIVE SUITE 1 · COLCHESTER, VT 05446 | Plan Administrator | $14,151 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & COMPANY Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $6,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,905 | $49,138+26.0% | $84,015-26.3% | $65,185-5.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 20.70% | 23.00%-2.3pp | 71.31%-50.6pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,236 | $914+144.8% | $1,983+12.8% | $2,177+2.7% |
| Participant deferral / active EE | $3,286 | $2,397+37.1% | $3,239+1.5% | $3,514-6.5% |
| Admin fee / account holder | $344 | $543-36.8% | $6,101-94.4% | $847-59.4% |