Filed October 4, 2019
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 9-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 |
|---|---|---|
SMS RETIREMENT1 year Service code 19 | Securities Custodian | $36,385 |
KENTNER SELLERS3 years Service code 19 · EIN 31-0787612 | Securities Custodian | $13,304 |
COOLIDGE WALL CO. LPA2 years Service code 19 | Securities Custodian | $345 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 19 · EIN 13-2919773 4380 BUCKEYE LANE - SUITE 200 · BEAVERCREEK, OH 45440 | Securities Custodian | $27 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $166,020-100.0% | $164,866-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | -34.85% | 100.08%-134.9pp | 69.97%-104.8pp | 561.95%-596.8pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |