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 |
|---|---|---|
USI CONSULTING GROUP6+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $76,368 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 300 LINDEN OAKS, SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $74,438 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $246,861 | $69,362+255.9% | $101,248+143.8% | $73,488+235.9% |
| Participation rate | 88.2% | 68.4%+19.9pp | 75.8%+12.4pp | 70.7%+17.6pp |
| Annual return | 19.77% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.7pp |
| Employer contribution / active EE | $9,708 | $2,628+269.4% | $3,660+165.3% | $2,270+327.6% |
| Participant deferral / active EE | $5,370 | $3,300+62.7% | $4,370+22.9% | $3,740+43.6% |
| Admin fee / account holder | $21 | $704-97.1% | $5,945-99.7% | $513-96.0% |