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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $42,902 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $12,710 |
MCSOLEY MCCOY & CO1 year Service code 10 118 TILLEY DRIVE, SUITE 202 · SOUTH BURLINGTON, VT 05403 | Accounting | $8,000 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
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 | $100,170 | $54,590+83.5% | $81,930+22.3% | $73,488+36.3% |
| Participation rate | 95.3% | 68.3%+27.0pp | 72.0%+23.4pp | 70.7%+24.7pp |
| Annual return | 16.11% | 17.74%-1.6pp | 29.49%-13.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $3,972 | $1,636+142.8% | $4,310-7.8% | $2,270+75.0% |
| Participant deferral / active EE | $4,513 | $2,759+63.6% | $7,107-36.5% | $3,740+20.7% |
| Admin fee / account holder | $133 | $592-77.5% | $5,158-97.4% | $513-74.0% |