See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COOK STREET CONSULTING5 years Filed as: COOK MARTIN POULSON, PC Service code 12 · EIN 87-0517946 632 N. MAIN · LOGAN, UT 84321 | Claims processing; Participant loan p... | $17,284 |
Service code 15 · EIN 84-0467907 PO BOX 1563 · HARTFORD, CT 06144 | Recordkeeping | $8,178 |
Filed as: MORGAN STANLEY INS SERVICES Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,370 | $42,901-3.6% | $91,220-54.6% | $64,808-36.2% |
| Participation rate | 94.9% | 68.1%+26.8pp | 73.2%+21.8pp | 71.5%+23.5pp |
| Annual return | -16.96% | -13.53%-3.4pp | 114.01%-131.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,814 | $1,571+142.8% | $2,850+33.8% | $2,506+52.2% |
| Participant deferral / active EE | $5,470 | $3,501+56.2% | $4,234+29.2% | $4,310+26.9% |
| Admin fee / account holder | $14 | $131-89.4% | $5,420-99.7% | $188-92.6% |