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 9-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 |
|---|---|---|
BASS & LEMER LLP6+ years Service code 10 · EIN 13-1938264 | Accounting | $25,500 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $17,707 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $6,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,398 | $91,552+19.5% | $133,956-18.3% | $79,858+37.0% |
| Participation rate | 79.7% | 73.3%+6.4pp | 79.8%-0.1pp | 69.6%+10.1pp |
| Annual return | 16.62% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,117 | $2,384+30.8% | $3,919-20.5% | $2,471+26.2% |
| Participant deferral / active EE | $6,731 | $3,733+80.3% | $5,048+33.3% | $3,740+80.0% |
| Admin fee / account holder | $599 | $6,321-90.5% | $8,927-93.3% | $5,306-88.7% |