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 4-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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $200,794 |
SEGALL BRYANT & HAMILL4+ years Service code 27 · EIN 41-1788385 | Advisory (Plan) | $59,013 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD GLOBAL EQUITY Service code 27 · EIN 05-0530199 | Advisory (Plan) | $59,009 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $44,067 |
NWQ INVESTMENT CO.4+ years Service code 27 · EIN 04-3161887 | Advisory (Plan) | $40,165 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $30,327 |
ABRAMS & ASSOCIATES4+ years Service code 10 · EIN 94-3132243 | Accounting | $16,215 |
Filed as: COMYNS,SMITH,MCCLEARY & DEAVER, LLP Service code 10 · EIN 68-0307221 | Accounting | $12,225 |
BRANDES INVESTMENT PARTNERS4+ years Service code 27 · EIN 33-0090873 | Advisory (Plan) | $9,463 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $104,486-100.0% | $76,817-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.4%-82.4pp |
| Annual return | -92.95% | 1013.37%-1106.3pp | 1166.11%-1259.1pp | 345.32%-438.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |