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 BARNEY3 years Filed as: MORGAN STANLEY Service code 14 | Plan Administrator | $44,695 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,304 |
PENSION WORKS, INC.1 year Filed as: PENSION WORKS, INC Service code 14 · EIN 03-0359635 | Plan Administrator | $1,545 |
SETAWAY LLC1 year Filed as: SETAWAY, LLC. Service code 14 · EIN 46-5055797 | Plan Administrator | $210 |
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 | $67,530 | $54,573+23.7% | $90,951-25.8% | $73,488-8.1% |
| Participation rate | 86.1% | 61.2%+24.9pp | 69.0%+17.1pp | 70.7%+15.4pp |
| Annual return | 13.20% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,052 | $991+107.0% | $2,122-3.3% | $2,270-9.6% |
| Participant deferral / active EE | $3,001 | $2,517+19.2% | $3,373-11.0% | $3,740-19.8% |
| Admin fee / account holder | $197 | $521-62.2% | $5,959-96.7% | $513-61.6% |