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 5-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 GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,520 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,919 |
STOWE & DEGON, LLC5+ years Filed as: STOWE & DEGON Service code 10 · EIN 04-3379904 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$135,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,560 | $110,299-54.2% | $102,423-50.6% | $199,593-74.7% |
| Participation rate | 86.6% | 86.3%+0.3pp | 76.5%+10.1pp | 72.0%+14.7pp |
| Annual return | 13.26% | 35.73%-22.5pp | 29.32%-16.1pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,059 | $3,603-70.6% | $3,023-65.0% | $3,034-65.1% |
| Participant deferral / active EE | $3,531 | $6,376-44.6% | $5,053-30.1% | $5,087-30.6% |
| Admin fee / account holder | -$2 | $122-101.7% | $9,451-100.0% | $269-100.8% |