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 19 · EIN 26-4310632 | Securities Custodian | $189,177 |
LEGGHIO & ISRAEL, P.C.1 year Service code 29 · EIN 38-1971448 | Legal | $53,922 |
Filed as: TIC INTERNATIONAL, CORP. Service code 10 · EIN 13-2600875 | Accounting | $36,699 |
Service code 10 · EIN 38-2284921 | Accounting | $11,200 |
Service code 28 · EIN 38-2284921 1801 E 9TH ST, STE 1400 · CLEVELAND, OH 44114 | Investment Management | $8,922 |
APEX CAPITAL MANAGEMENT3 years Service code 28 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Investment Management | $0 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 28 489 FIFTH AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE, 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 P.O. BOX 55913 · BOSTON, MA 02109 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,907 | $120,450-75.2% | $159,436-81.2% | $93,030-67.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 82.8%+17.2pp | 73.9%+26.1pp |
| Annual return | 21.37% | 27.11%-5.7pp | 263.57%-242.2pp | 158.70%-137.3pp |
| Employer contribution / active EE | $574 | $3,526-83.7% | $4,829-88.1% | $2,706-78.8% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $261 | $137+90.8% | $10,799-97.6% | $152+72.0% |