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.
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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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 28 145 SUMMERS STREET · CHARLESTON, WV 253012134 | Investment Management | $65,999 |
NTV ASSET MANAGEMENT3+ years Service code 28 216 BROOKS ST. #300 · CHARLESTON, WV 253011800 | Investment Management | $28,640 |
PALLADIUM PARTNERS3+ years Filed as: PALLADIUM PARTNERS, LLC Service code 28 999 WATERSIDE DRIVE, SUITE 800 · NORFOLK, VA 23510 | Investment Management | $20,217 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: HILLIARD LYONS Service code 28 200 ASSOCIATION DRIVE, SUITE 100 · CHARLESTON, WV 25311 | Investment Management | $19,972 |
LEGG MASON1 year Filed as: LEGG MASON & CO., INC. Service code 28 13985 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Investment Management | $13,877 |
JANNEY MONTGOMERY SCOTT LLC3+ years Service code 28 500 VIRGINIA STREET E · CHARLESTON, WV 25301 | Investment Management | $11,272 |
MCKINLEY CARTER WEALTH SERVICES3+ years Filed as: MCKINLEY CARTER Service code 28 135 SUMMERS STREET · CHARLESTON, WV 25301 | Investment Management | $10,778 |
Service code 15 · EIN 62-1038805 7639 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Recordkeeping | $8,167 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,869 | $80,753+166.1% | $136,294+57.7% | $62,292+244.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.65% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $9,876 | $2,884+242.5% | $4,695+110.3% | $2,042+383.6% |
| Participant deferral / active EE | $6,481 | $5,164+25.5% | $6,247+3.7% | $3,169+104.5% |
| Admin fee / account holder | $927 | $525+76.5% | $9,243-90.0% | $479+93.5% |