Filed August 31, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $26,972 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,270 | $102,317-26.4% | $146,958-48.8% | $80,856-6.9% |
| Participation rate | 74.0% | 75.8%-1.9pp | 82.2%-8.2pp | 67.6%+6.3pp |
| Annual return | 17.12% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,133 | $3,713+38.3% | $4,933+4.1% | $2,755+86.3% |
| Participant deferral / active EE | $9,712 | $6,644+46.2% | $8,070+20.3% | $4,296+126.1% |
| Admin fee / account holder | $45 | $7,941-99.4% | $12,998-99.7% | $6,918-99.3% |