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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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $112,846 |
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 1 PENNSYLVANIA PLAZA · NEW YORK, NY 10019 | Accounting | $23,000 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,451 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,627 | $53,911-84.0% | $130,648-93.4% | $77,787-88.9% |
| Participation rate | 88.0% | 60.2%+27.7pp | 71.7%+16.2pp | 73.2%+14.8pp |
| Annual return | 22.04% | 21.93%+0.1pp | 1708.96%-1686.9pp | 32.57%-10.5pp |
| Employer contribution / active EE | $285 | $1,826-84.4% | $4,092-93.0% | $2,504-88.6% |
| Participant deferral / active EE | $1,367 | $2,288-40.3% | $3,603-62.1% | $3,967-65.6% |
| Admin fee / account holder | $128 | $129-0.3% | $5,464-97.7% | $100+28.2% |