Filed April 21, 2015
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,158 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SEAPORT GROUP Service code 27 760 SW 9TH AVE · PORTLAND, OR 97205 | Advisory (Plan) | $42,266 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,573 | $81,908-23.6% | $90,749-31.0% | $64,808-3.4% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | -12.71% | -12.53%-0.2pp | -12.16%-0.5pp | 32.82%-45.5pp |
| Employer contribution / active EE | $2,519 | $3,065-17.8% | $2,921-13.8% | $2,506+0.5% |
| Participant deferral / active EE | $5,080 | $4,840+4.9% | $4,564+11.3% | $4,310+17.8% |
| Admin fee / account holder | $238 | $157+51.3% | $8,445-97.2% | $188+26.6% |