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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $26,250 |
JUDELSON, GIORDANO & SIEGEL, PC2 years Service code 10 633 ROUTE 211 EAST · MIDDLETOWN, NY 10941 | Accounting | $9,300 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 50 1585 BROADWAY · NEW YORK, NY 10036 | Direct Payment | $8,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $933 |
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 | $103,547 | $69,159+49.7% | $125,175-17.3% | $67,579+53.2% |
| Participation rate | 94.6% | 78.2%+16.4pp | 79.8%+14.9pp | 71.3%+23.4pp |
| Annual return | 21.68% | 27.12%-5.4pp | 43.79%-22.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,645 | $2,023-18.7% | $3,865-57.4% | $2,148-23.4% |
| Participant deferral / active EE | $2,939 | $3,700-20.5% | $4,937-40.5% | $3,539-17.0% |
| Admin fee / account holder | $145 | $142+2.3% | $9,702-98.5% | $142+1.9% |