Filed December 13, 2021
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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Participants) | $37,694 |
Service code 26 202 MONTROSE W AVE · AKRON, OH 44321 | Advisory (Participants) | $1,620 |
NATIONWIDE1 year Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $1,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,571 | $76,670-32.7% | $96,683-46.7% | $71,457-27.8% |
| Participation rate | 81.2% | 66.6%+14.6pp | 74.3%+6.8pp | 67.9%+13.3pp |
| Annual return | 19.45% | 48.29%-28.8pp | 35.69%-16.2pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,529 | $3,031-49.6% | $3,737-59.1% | $2,588-40.9% |
| Participant deferral / active EE | $5,713 | $3,771+51.5% | $4,878+17.1% | $4,289+33.2% |
| Admin fee / account holder | $242 | $2,028-88.1% | $6,730-96.4% | $1,587-84.8% |