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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $286,182 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,872 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $152,950 | $127,481+20.0% | $149,696+2.2% | $90,288+69.4% |
| Participation rate | 73.6% | 78.2%-4.6pp | 82.5%-8.9pp | 73.4%+0.3pp |
| Annual return | 18.42% | 57.78%-39.4pp | 276.60%-258.2pp | 53.97%-35.5pp |
| Employer contribution / active EE | $1,139 | $3,448-67.0% | $4,644-75.5% | $2,524-54.9% |
| Participant deferral / active EE | $7,354 | $6,975+5.4% | $6,842+7.5% | $4,232+73.8% |
| Admin fee / account holder | $18 | $152-88.4% | $9,309-99.8% | $114-84.5% |