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 |
|---|---|---|
PATRICK MCCULLOUGH2 years Filed as: PATRICK COMBS Service code 99 · EIN 45-9550874 | Other Fees | $53,793 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $9,168 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INV. MANGEMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,585 |
Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other services; Securities brokerage;... | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $105,303 | $47,977+119.5% | $154,107-31.7% | $56,287+87.1% |
| Participation rate | 98.0% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -6.19% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $9,657 | $2,169+345.3% | $5,298+82.3% | $2,111+357.5% |
| Participant deferral / active EE | $3,809 | $2,392+59.3% | $5,081-25.0% | $3,350+13.7% |
| Admin fee / account holder | $257 | $438-41.3% | $13,411-98.1% | $521-50.6% |