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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $21,201 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Participants) | $17,017 |
RYAN LABS ASSET MANAGEMENT4 years Filed as: RYAN MURPHY Service code 26 | Advisory (Participants) | $16,992 |
DANIEL & DUNCAN, LLC4 years Service code 10 · EIN 20-3751915 23 CHATHAM CENTER SOUTH DRIVE · SAVANNAH, GA 31405 | Accounting | $15,650 |
ROBERT HALF1 year Filed as: GROUP RHI Service code 49 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Other Services | $14,082 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,031 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,675 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION STUDIO, LLC Service code 26 · EIN 54-2154380 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Advisory (Participants) | $4,997 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 MML INVESTOR SERVICES · BOSTON, MA 02266 | Other Commissions | $279 |
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 | $75,218 | $52,293+43.8% | $178,490-57.9% | $73,409+2.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 13.71% | 34.75%-21.0pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,969 | $1,735+71.1% | $5,011-40.7% | $2,234+32.9% |
| Participant deferral / active EE | $4,179 | $2,332+79.2% | $5,202-19.7% | $3,805+9.8% |
| Admin fee / account holder | $128 | $127+0.8% | $13,984-99.1% | $158-18.7% |