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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.
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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 BARNEY8+ 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) | $54,536 |
JACKSON KELLY PLLC8+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25322 | Contract Administrator | $15,795 |
HERMAN & CORMANY CPAS AC2 years Filed as: HERMAN & CORMANY CPAS, A.C. Service code 10 · EIN 55-0596200 8 CAPIOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $13,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,594 | $65,061-77.6% | $143,757-89.8% | $66,914-78.2% |
| Participation rate | 96.4% | 65.2%+31.2pp | 80.3%+16.0pp | 69.8%+26.6pp |
| Annual return | -19.63% | -11.14%-8.5pp | -0.04%-19.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,213 | $2,361-6.3% | $4,951-55.3% | $2,544-13.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $245 | $502-51.3% | $14,673-98.3% | $593-58.8% |