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 Service code 26 · EIN 26-4310632 ATTN MIDDLE OFFICE BALTIMORE TEAM 1 · BALTIMORE, MD 21231 | Advisory (Participants) | $27,252 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 26 · EIN 26-4310632 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Participants) | $5,782 |
NATIONWIDE2 years Service code 26 · EIN 31-1592130 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,091 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,972 |
TRINITY PENSION CONSULTANTS2 years Service code 26 · EIN 20-4548831 202 MONTROSE W AVE · AKRON, OH 44321 | Advisory (Participants) | $1,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,838 | $80,724-28.4% | $103,333-44.0% | $74,495-22.4% |
| Participation rate | 90.1% | 65.7%+24.4pp | 74.5%+15.6pp | 67.2%+22.9pp |
| Annual return | 18.87% | 27.56%-8.7pp | 24.88%-6.0pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $1,927 | $3,157-39.0% | $3,868-50.2% | $2,623-26.5% |
| Participant deferral / active EE | $6,700 | $3,860+73.6% | $5,057+32.5% | $4,346+54.2% |
| Admin fee / account holder | $289 | $2,368-87.8% | $8,355-96.5% | $1,942-85.1% |