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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,512 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $42,108 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $12,379 |
MOSS ADAMS LLP8 years Service code 10 PO BOX 101822 · PASADENA, CA 91189 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,771 | $84,784-21.2% | $98,439-32.2% | $74,419-10.3% |
| Participation rate | 95.7% | 81.5%+14.2pp | 75.2%+20.5pp | 70.7%+25.0pp |
| Annual return | 12.89% | 20.59%-7.7pp | 21.16%-8.3pp | 34.38%-21.5pp |
| Employer contribution / active EE | $2,505 | $3,364-25.5% | $3,048-17.8% | $2,637-5.0% |
| Participant deferral / active EE | $4,827 | $5,218-7.5% | $4,738+1.9% | $4,528+6.6% |
| Admin fee / account holder | $234 | $204+14.4% | $8,948-97.4% | $348-32.8% |