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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25339 | Advisory (Plan) | $52,131 |
JACKSON KELLY PLLC5+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. STE 1600POBOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $16,790 |
HERMAN & CORMANY CPAS AC5+ years Service code 10 · EIN 55-0596200 8 CAPITOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $10,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,458 | $62,928-75.4% | $172,739-91.1% | $67,579-77.1% |
| Participation rate | 95.7% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.4pp |
| Annual return | 17.65% | 30.36%-12.7pp | 802.84%-785.2pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,808 | $1,636+10.5% | $5,143-64.8% | $2,148-15.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $216 | $167+29.7% | $13,954-98.5% | $142+51.9% |