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 4-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 |
|---|---|---|
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST FSC Service code 15 · EIN 26-3523944 | Recordkeeping | $15,015 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEYSMITHBARNEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $6,025 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -1.64% | -1.93%+0.3pp | -2.52%+0.9pp | -7.14%+5.5pp |
| Employer contribution / active EE | $52,481 | $13,932+276.7% | $109,954-52.3% | $14,613+259.1% |
| Participant deferral / active EE | $0 | $149-100.0% | $846-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |