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 5-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 Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $47,644 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $47,460 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,810 | $39,973-42.9% | $79,550-71.3% | $77,904-70.7% |
| Participation rate | 60.2% | 64.6%-4.4pp | 69.5%-9.3pp | 73.7%-13.5pp |
| Annual return | -13.27% | 3.42%-16.7pp | 0.16%-13.4pp | 12.21%-25.5pp |
| Employer contribution / active EE | $234 | $1,088-78.5% | $2,413-90.3% | $2,848-91.8% |
| Participant deferral / active EE | $886 | $2,774-68.1% | $3,985-77.8% | $4,806-81.6% |
| Admin fee / account holder | $55 | $113-51.3% | $6,832-99.2% | $133-58.5% |