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 |
|---|---|---|
Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $15,572 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $7,429 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,402 |
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 | $54,601 | $64,909-15.9% | $82,313-33.7% | $62,292-12.3% |
| Participation rate | 99.2% | 74.9%+24.3pp | 76.9%+22.3pp | 69.5%+29.6pp |
| Annual return | 20.02% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,086 | $1,676+24.5% | $2,428-14.1% | $2,042+2.1% |
| Participant deferral / active EE | $3,424 | $3,103+10.3% | $3,706-7.6% | $3,169+8.0% |
| Admin fee / account holder | $17 | $440-96.1% | $5,608-99.7% | $479-96.4% |