Filed December 13, 2022 (most recent of 2 filings on file)
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 10-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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $27,926 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,366 |
MACPAGE LLC1+ years Filed as: MACPAGE Service code 10 · EIN 01-0242373 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,147 | $62,324-46.8% | $68,509-51.6% | $55,191-39.9% |
| Participation rate | 76.0% | 78.9%-2.9pp | 74.7%+1.2pp | 69.2%+6.8pp |
| Annual return | -1.03% | 4.26%-5.3pp | 8.27%-9.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $735 | $2,223-66.9% | $2,278-67.7% | $1,899-61.3% |
| Participant deferral / active EE | $1,620 | $3,425-52.7% | $3,382-52.1% | $3,046-46.8% |
| Admin fee / account holder | $93 | $91+1.9% | $5,275-98.2% | $91+2.6% |