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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,399 |
CBIZ RETIREMENT PLAN SERVICES5+ years Service code 13 · EIN 31-1498244 13680 CLEVELAND AVENUE · UNIONTOWN, OH 44685 | Contract Administrator | $0 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT Service code 13 · EIN 94-3106735 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,176 | $51,620+39.8% | $90,281-20.1% | $65,185+10.7% |
| Participation rate | 93.0% | 68.6%+24.3pp | 73.3%+19.7pp | 70.2%+22.8pp |
| Annual return | 23.01% | 24.94%-1.9pp | 78.10%-55.1pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,761 | $2,235-21.2% | $2,854-38.3% | $2,177-19.1% |
| Participant deferral / active EE | $2,865 | $2,871-0.2% | $3,885-26.3% | $3,514-18.5% |
| Admin fee / account holder | $179 | $384-53.4% | $5,351-96.7% | $847-78.9% |