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 |
|---|---|---|
Filed as: HEALTH SERVICE & BENEFIT ADMINISTRA Service code 12 · EIN 94-3089465 | Claims processing; Contract Administr... | $101,160 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $66,924 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $23,555 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVC Service code 15 · EIN 01-0233346 | Recordkeeping | $12,241 |
SALTZMAN & JOHNSON1 year Service code 29 · EIN 94-2376174 | Legal | $12,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,039 | $134,045-73.1% | $80,019-55.0% | $75,289-52.1% |
| Participation rate | 99.9% | 85.8%+14.2pp | 75.8%+24.1pp | 72.4%+27.5pp |
| Annual return | 5.62% | -0.56%+6.2pp | 11.22%-5.6pp | -0.04%+5.7pp |
| Employer contribution / active EE | $3,811 | $3,492+9.1% | $2,468+54.4% | $2,405+58.5% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $62 | $124-50.3% | $6,521-99.1% | $102-39.8% |