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, LLC Service code 55 | Other Commissions | $66,454 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND HOWARD PC Service code 99 271 17TH STREET NW, SUITE 2100 · ATLANTA, GA 30363 | Other Fees | $16,500 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHANSON FERRY RD, SUITE 375 · ATLANTA, GA 30342 | Contract Administrator | $9,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,408 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 1 NEW YORK PLAZA, FLOOR 12 · NEW YORK, NY 100041901 | Other Commissions | $0 |
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 | $242,753 | $55,415+338.1% | $155,509+56.1% | $74,495+225.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.82% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $15,240 | $2,267+572.2% | $4,672+226.2% | $2,623+481.0% |
| Participant deferral / active EE | $8,996 | $2,836+217.2% | $5,626+59.9% | $4,346+107.0% |
| Admin fee / account holder | $210 | $1,738-87.9% | $15,912-98.7% | $1,942-89.2% |