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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 13-2919773 4380 BUCKEYE LANE - SUITE 200 · BEAVERCREEK, OH 45440 | Securities Custodian | $164,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,715 | $63,924+126.4% | $108,579+33.3% | $55,167+162.3% |
| Participation rate | 93.1% | 74.3%+18.8pp | 79.6%+13.6pp | 69.0%+24.1pp |
| Annual return | 10.89% | 15.31%-4.4pp | -51.70%+62.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $3,137 | $1,879+67.0% | $3,758-16.5% | $1,963+59.9% |
| Participant deferral / active EE | $6,630 | $3,067+116.2% | $4,311+53.8% | $3,054+117.1% |
| Admin fee / account holder | $1,460 | $618+136.3% | $7,645-80.9% | $504+189.7% |