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 SMITH BARNEY LLC Service code 27 · EIN 26-4310632 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25339 | Advisory (Plan) | $52,046 |
JACKSON KELLY PLLC6+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. STE 1600POBOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $14,710 |
HERMAN & CORMANY CPAS AC6+ years Service code 10 · EIN 55-0596200 8 CAPITOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $11,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,941 | $52,293-69.5% | $178,490-91.1% | $73,409-78.3% |
| Participation rate | 97.4% | 65.3%+32.1pp | 81.9%+15.5pp | 72.2%+25.2pp |
| Annual return | 12.44% | 34.75%-22.3pp | 151.07%-138.6pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,948 | $1,735+12.3% | $5,011-61.1% | $2,234-12.8% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $204 | $127+60.4% | $13,984-98.5% | $158+29.4% |