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 |
|---|---|---|
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC. Service code 13 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Contract Administrator | $35,561 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 410 SEVERN AVE BLD B 211 · ANNAPOLIS, MD 21401 | Investment Management | $29,298 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,876 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $896 | $122,693-99.3% | $184,203-99.5% | $199,593-99.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 4.90% | 143.91%-139.0pp | 28.81%-23.9pp | 34.25%-29.3pp |
| Employer contribution / active EE | $241 | $4,584-94.7% | $6,427-96.2% | $3,034-92.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $23 | $121-81.3% | $13,901-99.8% | $269-91.6% |