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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 4380 BUCKEYE LANE · BEAVERCREEK, OH 45440 | Advisory (Participants) | $75,211 |
TWG BENEFITS, INC.6+ years Service code 19 400 SKOKIE BLVD., SUITE #415 · NORTHBROOK, IL 60062 | Securities Custodian | $39,119 |
LT TRUST COMPANY6+ years Filed as: MG TRUST COMPANY Service code 26 717 17TH STREET, SUITE #1300 · DENVER, CO 80202 | Advisory (Participants) | $15,637 |
KENTNER SELLERS1 year Service code 10 · EIN 31-0787612 | Accounting | $9,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,398 | $77,660+4.8% | $109,143-25.4% | $79,386+2.5% |
| Participation rate | 91.3% | 67.8%+23.5pp | 75.9%+15.5pp | 70.7%+20.6pp |
| Annual return | 18.85% | 23.44%-4.6pp | 25.75%-6.9pp | 116.85%-98.0pp |
| Employer contribution / active EE | $6,323 | $2,797+126.0% | $3,722+69.9% | $2,427+160.5% |
| Participant deferral / active EE | $4,098 | $3,518+16.5% | $4,653-11.9% | $4,046+1.3% |
| Admin fee / account holder | $863 | $732+17.9% | $6,752-87.2% | $626+37.8% |