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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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $66,327 |
NTV ASSET MANAGEMENT10+ years Service code 28 216 BROOKS ST. #300 · CHARLESTON, WV 253011800 | Investment Management | $50,295 |
Filed as: UNITED BANK Service code 28 PO BOX 393 · CHARLESTON, WV 25322 | Investment Management | $33,706 |
JANNEY MONTGOMERY SCOTT LLC5 years Filed as: JANNEY MONTOGOMERY SCOTT LLC Service code 28 500 VIRGINIA STREET E · CHARLESTON, WV 25301 | Investment Management | $24,319 |
MCKINLEY CARTER WEALTH SERVICES10+ years Filed as: MCKINLEY CARTER Service code 28 2100 MARKET STREET, SUITE 300 · WHEELING, WV 25301 | Investment Management | $20,382 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 28 145 SUMMERS STREET · CHARLESTON, WV 253012134 | Investment Management | $19,019 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 20-5991122 | Investment Management | $9,851 |
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 | $282,003 | $101,317+178.3% | $146,958+91.9% | $74,495+278.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.58% | 8730.91%-8718.3pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $12,045 | $3,810+216.1% | $4,933+144.2% | $2,623+359.2% |
| Participant deferral / active EE | $9,395 | $7,303+28.6% | $8,070+16.4% | $4,346+116.2% |
| Admin fee / account holder | $1,400 | $1,739-19.5% | $12,998-89.2% | $1,942-27.9% |