See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SMW LOCAL 334 years Filed as: SHEET METAL WORKERS LOCAL 33 PSAP Service code 99 12515 CORPORATE DR. · PARMA, OH 44130 | Other Fees | $256,513 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $141,419 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $89,075 |
BENESYS, INC.4 years Service code 14 · EIN 38-2383171 | Plan Administrator | $51,111 |
SMW LOCAL 335 years Service code 13 · EIN 31-1524549 | Contract Administrator | $34,477 |
ALLOTTA FARLEY CO LPA4 years Filed as: ALLOTTA FARLEY CO., L.P.A. Service code 29 · EIN 34-1316963 | Legal | $27,894 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $18,641 |
Service code 11 · EIN 31-0800053 | Actuarial | $10,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,712 | $88,480-54.0% | $96,683-57.9% | $80,160-49.2% |
| Participation rate | 95.4% | 79.9%+15.5pp | 74.3%+21.1pp | 72.9%+22.5pp |
| Annual return | 13.03% | 22.53%-9.5pp | 35.69%-22.7pp | 40.38%-27.4pp |
| Employer contribution / active EE | $3,831 | $4,176-8.3% | $3,737+2.5% | $2,978+28.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $103 | $212-51.4% | $6,730-98.5% | $145-29.0% |