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: MERRILL LYNCH PIERCE FENNER AND SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $28,920 |
GARY A NAGLER PLLC1 year Filed as: GARY A NAGLER & ASSOCIATES Service code 16 4888 LOOP CENTRAL DRIVE, STE 520 · HOUSTON, TX 77056 | Consulting | $20,691 |
T ROWE PRICE RPS INC3+ years Service code 37 100 ESAT PRATT STREE · BALTIMORE, MD 21202 | Loan Processing | $17,491 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY, STE 475 · NEW YORK, NY 10036 | Advisory (Plan) | $12,500 |
Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA, STE 475 · HOUSTON, TX 77034 | Accounting | $10,543 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $146,140 | $2,226,388-93.4% | $91,001+60.6% | $177,276-17.6% |
| Participation rate | 90.2% | 85.1%+5.0pp | 75.6%+14.6pp | 74.8%+15.3pp |
| Annual return | 122.63% | 20.16%+102.5pp | 4.60%+118.0pp | 21.25%+101.4pp |
| Employer contribution / active EE | $7,837 | $4,139+89.3% | $2,456+219.1% | $2,479+216.1% |
| Participant deferral / active EE | $6,391 | $6,423-0.5% | $3,547+80.2% | $3,881+64.7% |
| Admin fee / account holder | $46 | $1,921-97.6% | $5,417-99.2% | $154-70.2% |