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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $64,258 |
Filed as: HARDING SHYMANSKI & COMPANY, PSC Service code 10 21 SOUTHEAST THIRD STREET · EVANSVILLE, IN 47708 | Accounting | $32,724 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,902 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $5 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,919 | $92,971-16.2% | $96,683-19.4% | $74,419+4.7% |
| Participation rate | 83.2% | 71.5%+11.7pp | 74.3%+8.9pp | 70.7%+12.5pp |
| Annual return | 21.07% | 37.49%-16.4pp | 35.69%-14.6pp | 34.38%-13.3pp |
| Employer contribution / active EE | $3,150 | $3,426-8.0% | $3,737-15.7% | $2,637+19.5% |
| Participant deferral / active EE | $6,036 | $3,970+52.0% | $4,878+23.7% | $4,528+33.3% |
| Admin fee / account holder | $158 | $633-75.0% | $6,730-97.6% | $348-54.5% |