See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DESMOINES, IA 503920001 | Contract Administrator | $16,953 |
WELLS THOMAS, LLC9 years Service code 13 · EIN 26-0228640 469 NORTH MAIN STREET, UNIT 2 · BRANFORD, CT 06405 | Contract Administrator | $16,022 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 49 | Other Services | $10,658 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,374 | $49,915-51.2% | $154,803-84.3% | $74,304-67.2% |
| Participation rate | 57.6% | 54.0%+3.6pp | 78.1%-20.5pp | 60.3%-2.8pp |
| Annual return | 13.17% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $436 | $1,611-72.9% | $4,305-89.9% | $2,241-80.5% |
| Participant deferral / active EE | $1,443 | $2,255-36.0% | $5,540-74.0% | $3,767-61.7% |
| Admin fee / account holder | $233 | $2,189-89.4% | $14,329-98.4% | $2,969-92.2% |