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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $32,986 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,254 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,850 | $74,347-43.7% | $93,606-55.3% | $67,579-38.1% |
| Participation rate | 78.1% | 80.6%-2.5pp | 75.8%+2.3pp | 71.3%+6.9pp |
| Annual return | 18.95% | 28.07%-9.1pp | 32.76%-13.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $876 | $2,583-66.1% | $2,718-67.8% | $2,148-59.2% |
| Participant deferral / active EE | $2,068 | $4,060-49.1% | $4,069-49.2% | $3,539-41.6% |
| Admin fee / account holder | $81 | $123-33.8% | $7,888-99.0% | $142-42.9% |