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 SMITH BARNEY LLC Service code 55 1300 FRANKLIN AVE · GARDEN CITY, NY 115301886 | Other Commissions | $6,733 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $1,785 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,246 | $56,629-16.6% | $77,999-39.4% | $55,167-14.4% |
| Participation rate | 56.7% | 73.3%-16.6pp | 75.5%-18.9pp | 69.0%-12.3pp |
| Annual return | 7.57% | 2866.98%-2859.4pp | 425.96%-418.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $780 | $1,723-54.7% | $2,470-68.4% | $1,963-60.2% |
| Participant deferral / active EE | $3,867 | $2,777+39.2% | $3,497+10.6% | $3,054+26.6% |
| Admin fee / account holder | -$35 | $467-107.5% | $5,480-100.6% | $504-106.9% |