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.
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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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,868 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $23,775 |
ACTUARIAL PENSION ANALYSTS, INC.9+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $9,315 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $48 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,101 | $61,272-57.4% | $149,673-82.6% | $71,457-63.5% |
| Participation rate | 85.9% | 62.5%+23.4pp | 78.8%+7.1pp | 67.9%+18.0pp |
| Annual return | 17.17% | 35.85%-18.7pp | 134.42%-117.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,122 | $2,378-52.8% | $4,818-76.7% | $2,588-56.6% |
| Participant deferral / active EE | $2,706 | $2,917-7.2% | $5,680-52.4% | $4,289-36.9% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.7% |