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 BARNEY9+ 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) | $48,441 |
JACKSON KELLY PLLC9+ years Filed as: JACKSON & KELLY Service code 13 · EIN 55-0394215 500 LEE STREET E. 3RD FLOOR · CHARLESTON, WV 25322 | Contract Administrator | $17,670 |
HERMAN & CORMANY CPAS AC3 years Filed as: HERMAN & CORMANY CPAS, A.C. Service code 10 · EIN 55-0596200 8 CAPIOL ST., SUITE 600 · CHARLESTON, WV 25301 | Accounting | $13,725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $47,126-62.2% | $149,673-88.1% | $74,419-76.1% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 13.75% | 22.75%-9.0pp | 134.42%-120.7pp | 34.38%-20.6pp |
| Employer contribution / active EE | $3,066 | $1,905+60.9% | $4,818-36.4% | $2,637+16.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $217 | $343-36.7% | $13,210-98.4% | $348-37.6% |