Filed March 12, 2024
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 3-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $79,527 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE Service code 10 · EIN 31-1818258 | Accounting | $21,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$132,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,132 | $128,899+41.3% | $113,168+60.9% | $102,872+77.0% |
| Participation rate | 97.7% | 87.0%+10.7pp | 76.6%+21.2pp | 73.0%+24.7pp |
| Annual return | 16.79% | 15.88%+0.9pp | 24.27%-7.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $4,536 | $3,713+22.2% | $2,975+52.5% | $3,526+28.6% |
| Participant deferral / active EE | $8,350 | $6,787+23.0% | $5,107+63.5% | $5,535+50.9% |
| Admin fee / account holder | -$10 | $129-107.7% | $12,068-100.1% | $292-103.4% |