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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $37,100 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $630 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NATIXIS FUNDS3 years Service code 52 · EIN 04-3219179 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,070 | $65,322+154.2% | $70,449+135.7% | $73,488+126.0% |
| Participation rate | 97.7% | 77.0%+20.8pp | 75.1%+22.7pp | 70.7%+27.0pp |
| Annual return | 4.73% | 15.71%-11.0pp | 109.03%-104.3pp | 28.51%-23.8pp |
| Employer contribution / active EE | $4,564 | $2,460+85.6% | $2,737+66.8% | $2,270+101.1% |
| Participant deferral / active EE | $5,327 | $3,375+57.8% | $3,709+43.6% | $3,740+42.4% |
| Admin fee / account holder | $5 | $214-97.9% | $3,845-99.9% | $513-99.1% |