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 42-0127290 | Contract Administrator | $33,928 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $8,687 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $6,252 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,219 | $59,186-16.8% | $76,768-35.9% | $56,287-12.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 77.0%+19.0pp | 69.9%+26.1pp |
| Annual return | -8.02% | 6.62%-14.6pp | 2.43%-10.4pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,255 | $1,759+28.2% | $2,485-9.3% | $2,111+6.8% |
| Participant deferral / active EE | $3,893 | $3,255+19.6% | $3,852+1.1% | $3,350+16.2% |
| Admin fee / account holder | $234 | $489-52.1% | $6,675-96.5% | $521-55.1% |