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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.
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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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,841 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $15,577 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $244,040 | $53,911+352.7% | $130,648+86.8% | $77,787+213.7% |
| Participation rate | 0.0% | 60.2%-60.2pp | 71.7%-71.7pp | 73.2%-73.2pp |
| Annual return | 26.12% | 21.93%+4.2pp | 1708.96%-1682.8pp | 32.57%-6.5pp |
| Employer contribution / active EE | $682 | $1,826-62.6% | $4,092-83.3% | $2,504-72.8% |
| Participant deferral / active EE | $1,460 | $2,288-36.2% | $3,603-59.5% | $3,967-63.2% |
| Admin fee / account holder | $64 | $129-50.4% | $5,464-98.8% | $100-36.3% |