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 SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $208,120 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $75,798 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 3101 N CENTRAL AVE #300 · PHOENIX, AZ 85012 | Accounting | $20,750 |
QDRO CONSULTANTS COMPANY, LLC3+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,211 | $96,458+19.4% | $136,294-15.5% | $77,958+47.8% |
| Participation rate | 83.9% | 75.4%+8.5pp | 81.9%+2.0pp | 71.6%+12.3pp |
| Annual return | 21.76% | 23.78%-2.0pp | 5155.94%-5134.2pp | 20.87%+0.9pp |
| Employer contribution / active EE | $2,619 | $3,144-16.7% | $4,695-44.2% | $2,310+13.3% |
| Participant deferral / active EE | $10,574 | $5,902+79.1% | $6,247+69.3% | $3,537+199.0% |
| Admin fee / account holder | $204 | $80+153.7% | $9,243-97.8% | $97+109.6% |