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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $113,717 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 36-3145972 | Consulting | $43,777 |
BIRDSONG ADAMS KNIGHT CARROLL, LLP1 year Service code 10 · EIN 46-1745781 | Accounting | $32,500 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4370632 | Consulting | $25,708 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $175,306 | $73,404+138.8% | $87,100+101.3% | $67,579+159.4% |
| Participation rate | 90.6% | 80.9%+9.8pp | 76.9%+13.7pp | 71.3%+19.3pp |
| Annual return | 173.11% | 48.29%+124.8pp | 28.19%+144.9pp | 378.56%-205.4pp |
| Employer contribution / active EE | $2,274 | $2,014+12.9% | $2,521-9.8% | $2,148+5.9% |
| Participant deferral / active EE | $13,079 | $3,913+234.3% | $4,049+223.1% | $3,539+269.5% |
| Admin fee / account holder | $205 | $142+45.1% | $7,497-97.3% | $142+44.4% |