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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 BARNEY3 years Service code 22 · EIN 26-4310632 | Insurance Broker | $26,943 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, STANLEY, SMITH, BARNEY, LLC Service code 22 | Insurance Broker | $26,943 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $26,943 |
PFS INVESTMENTS6+ years Filed as: PFS Service code 15 · EIN 58-1485803 3700 CRESTWOOD PARKWAY SUITE 550 · DULUTH, GA 30097 | Recordkeeping | $4,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,844 | $29,369+59.5% | $77,482-39.5% | $73,409-36.2% |
| Participation rate | 41.3% | 37.9%+3.4pp | 54.2%-12.9pp | 72.2%-30.9pp |
| Annual return | 12.12% | 358.15%-346.0pp | 54.79%-42.7pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,008 | $406+148.3% | $986+2.2% | $2,234-54.9% |
| Participant deferral / active EE | $1,880 | $941+99.8% | $1,861+1.0% | $3,805-50.6% |
| Admin fee / account holder | $255 | $123+108.2% | $2,858-91.1% | $158+61.8% |