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 10-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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,838 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $11,417 |
ACTUARIAL PENSION ANALYSTS, INC.10+ years Service code 13 6323 FLY RD STE 2 · EAST SYRACUSE, NY 13057 | Contract Administrator | $10,521 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $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 | $28,651 | $55,415-48.3% | $155,509-81.6% | $74,495-61.5% |
| Participation rate | 93.5% | 61.9%+31.6pp | 78.2%+15.3pp | 67.2%+26.3pp |
| Annual return | 13.57% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,268 | $2,267-44.1% | $4,672-72.9% | $2,623-51.7% |
| Participant deferral / active EE | $3,199 | $2,836+12.8% | $5,626-43.1% | $4,346-26.4% |
| Admin fee / account holder | $4 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |