See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $292,273 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $153,385 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $106,668 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $54,962 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1466678 | Bank Trustee | $47,689 |
ABRAMS & ASSOCIATES7+ years Service code 10 · EIN 94-3132243 | Accounting | $25,170 |
Filed as: COMYNS SMITH MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $14,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,339 | $56,503+293.5% | $70,092+217.2% | $64,808+243.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -6.38% | -13.44%+7.1pp | 190.73%-197.1pp | 32.82%-39.2pp |
| Employer contribution / active EE | $4,563 | $2,046+123.0% | $2,559+78.3% | $2,506+82.1% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1,382 | $160+761.8% | $6,267-78.0% | $188+635.8% |