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 |
|---|---|---|
Service code 12 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Participant loan processing; Claims p... | $249,991 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $48,156 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY THE DOBBS GROUP Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $35,000 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $17,600 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $9,622 |
MUTUAL FUNDS7 years Service code 19 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,399 | $241,101-71.6% | $103,333-33.8% | $199,593-65.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.15% | 17.80%-4.6pp | 24.88%-11.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $2,523 | $4,244-40.5% | $3,868-34.8% | $3,034-16.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $292 | $288+1.7% | $8,355-96.5% | $269+8.8% |