See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO., INC. Service code 16 · EIN 04-2647786 | Consulting | $38,996 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $35,353 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,693 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $112,171 | $88,122+27.3% | $141,162-20.5% | $67,579+66.0% |
| Participation rate | 91.2% | 76.5%+14.7pp | 82.5%+8.7pp | 71.3%+19.9pp |
| Annual return | 25.21% | 75.40%-50.2pp | 71.39%-46.2pp | 378.56%-353.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,677 | $5,958+28.9% | $6,709+14.4% | $3,539+116.9% |
| Admin fee / account holder | $107 | $131-18.5% | $10,261-99.0% | $142-25.0% |