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 |
|---|---|---|
NTV ASSET MANAGEMENT7+ years Service code 28 216 BROOKS ST. #300 · CHARLESTON, WV 253011800 | Investment Management | $42,865 |
Filed as: UNITED BANK Service code 28 PO BOX 393 · CHARLESTON, WV 25322 | Investment Management | $34,566 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 145 SUMMERS STREET · CHARLESTON, WV 253012134 | Investment Management | $31,958 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTOGOMERY SCOTT LLC Service code 28 500 VIRGINIA STREET E · CHARLESTON, WV 25301 | Investment Management | $19,409 |
LEGG MASON5 years Filed as: LEGG MASON & CO., INC. Service code 28 13985 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Investment Management | $12,176 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,476 | $104,475+171.3% | $159,436+77.8% | $79,386+257.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.02% | 67.95%-55.9pp | 263.57%-251.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $10,627 | $3,417+211.0% | $4,829+120.0% | $2,427+337.8% |
| Participant deferral / active EE | $7,635 | $6,467+18.0% | $7,352+3.8% | $4,046+88.7% |
| Admin fee / account holder | $1,289 | $711+81.3% | $10,799-88.1% | $626+105.8% |