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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $2,460 |
Filed as: EVESTNET RETIREMENT SOLUTIONS, LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,371 | $58,879-65.4% | $178,490-88.6% | $73,488-72.3% |
| Participation rate | 84.8% | 66.2%+18.6pp | 81.9%+2.9pp | 70.7%+14.2pp |
| Annual return | 11.95% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.6pp |
| Employer contribution / active EE | $946 | $2,236-57.7% | $5,011-81.1% | $2,270-58.3% |
| Participant deferral / active EE | $1,247 | $2,567-51.4% | $5,202-76.0% | $3,740-66.7% |
| Admin fee / account holder | $20 | $400-94.9% | $13,984-99.9% | $513-96.1% |