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 8-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 BARNEY1+ years Filed as: SMITH BARNEY Service code 15 · EIN 13-1912900 | Recordkeeping | $44,865 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
CALAMOS ADVISORS LLC1+ years Service code 28 2020 CALAMOS COURT · NAPERVILLE, IL 605632787 | Investment Management | $0 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
EATON VANCE1+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $0 |
LORD ABBETT1+ years Filed as: LORD, ABBETT & CO LLC Service code 28 P.O. BOX 219336 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Filed as: MATTHEWS INTERNATIONAL CAP MGMT LLC Service code 28 · EIN 94-3250972 | Investment Management | $0 |
See 1 actuary disclosure. $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.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | 1.03% | -5.77%+6.8pp | -3.43%+4.5pp | -2.16%+3.2pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |