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 10-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 |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $183,505 |
NWPS5 years Service code 14 · EIN 94-2614826 | Plan Administrator | $112,755 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 26 1999 HARRISON STREET, SUITE 2200 · OAKLAND, CA 94612 | Advisory (Participants) | $112,275 |
MATRIX TRUST COMPANY10+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $50,467 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $15,101 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,070 | $94,876-4.0% | $82,389+10.5% | $102,872-11.5% |
| Participation rate | 100.0% | 70.6%+29.4pp | 69.5%+30.5pp | 73.0%+27.0pp |
| Annual return | 13.52% | 17.83%-4.3pp | 28.67%-15.1pp | 19.06%-5.5pp |
| Employer contribution / active EE | $3,224 | $3,789-14.9% | $2,517+28.1% | $3,526-8.6% |
| Participant deferral / active EE | $3,245 | $4,496-27.8% | $4,155-21.9% | $5,535-41.4% |
| Admin fee / account holder | $224 | $214+4.6% | $7,231-96.9% | $292-23.4% |