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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $56,729 |
Filed as: UNITED BANK Service code 28 PO BOX 393 · CHARLESTON, WV 25322 | Investment Management | $54,501 |
NTV ASSET MANAGEMENT8+ years Service code 28 216 BROOKS ST. #300 · CHARLESTON, WV 253011800 | Investment Management | $39,658 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 145 SUMMERS STREET · CHARLESTON, WV 253012134 | Investment Management | $25,081 |
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTOGOMERY SCOTT LLC Service code 28 500 VIRGINIA STREET E · CHARLESTON, WV 25301 | Investment Management | $17,478 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST Service code 28 300 SUMMER STREET · CHARLESTON, WV 25301 | Investment Management | $14,849 |
LEGG MASON6 years Filed as: LEGG MASON & CO., INC. Service code 28 13985 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Investment Management | $10,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,458 | $84,487+177.5% | $125,339+87.1% | $66,914+250.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.87% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $10,830 | $3,553+204.8% | $4,814+125.0% | $2,544+325.7% |
| Participant deferral / active EE | $8,002 | $6,781+18.0% | $7,446+7.5% | $4,237+88.9% |
| Admin fee / account holder | $1,180 | $685+72.3% | $10,010-88.2% | $593+99.0% |