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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $94,194 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $45,120 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,987 |
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 | $69,382 | $92,055-24.6% | $106,213-34.7% | $77,643-10.6% |
| Participation rate | 94.8% | 81.0%+13.7pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 10.92% | 17.91%-7.0pp | 116.14%-105.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,653 | $3,367-21.2% | $3,171-16.4% | $2,726-2.7% |
| Participant deferral / active EE | $4,945 | $5,386-8.2% | $5,016-1.4% | $4,647+6.4% |
| Admin fee / account holder | $243 | $219+11.0% | $11,033-97.8% | $430-43.5% |