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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,767 |
Service code 49 · EIN 04-1590850 | Other Services | $19,510 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $6,141 |
Filed as: ABERDEEN Service code 52 · EIN 51-0368279 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-3500606 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $142,128 | $66,302+114.4% | $110,238+28.9% | $56,287+152.5% |
| Participation rate | 90.6% | 74.9%+15.7pp | 79.8%+10.8pp | 69.9%+20.7pp |
| Annual return | -3.96% | -1.18%-2.8pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,683 | $3,381+127.2% | $4,672+64.4% | $3,350+129.4% |
| Admin fee / account holder | $137 | $698-80.3% | $8,547-98.4% | $521-73.6% |