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 9-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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $125,384 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $37,513 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $33,426 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $28,446 |
BRANDES INVESTMENT PARTNERS3+ years Service code 28 · EIN 33-0090873 | Investment Management | $27,732 |
CALLAN LLC3+ years Filed as: NWQ INVESTMENT MGMT CO. Service code 27 · EIN 04-3161887 | Advisory (Plan) | $27,582 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $27,221 |
ABRAMS & ASSOCIATES3+ years Service code 10 · EIN 94-3132243 | Accounting | $15,945 |
Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $12,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,830 | $48,261+50.9% | $68,793+5.9% | $55,725+30.7% |
| Participation rate | 100.0% | 71.0%+29.0pp | 72.2%+27.8pp | 70.9%+29.1pp |
| Annual return | 1.51% | -2.61%+4.1pp | -4.63%+6.1pp | 244.93%-243.4pp |
| Employer contribution / active EE | $1,016 | $1,742-41.7% | $2,625-61.3% | $2,078-51.1% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $430 | $126+240.8% | $5,131-91.6% | $115+273.3% |