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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,275 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $21,825 |
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 | $55,630 | $100,801-44.8% | $149,696-62.8% | $73,409-24.2% |
| Participation rate | 71.1% | 77.7%-6.6pp | 82.5%-11.4pp | 72.2%-1.1pp |
| Annual return | 26.99% | 265.34%-238.3pp | 276.60%-249.6pp | 59.29%-32.3pp |
| Employer contribution / active EE | $3,168 | $3,312-4.3% | $4,644-31.8% | $2,234+41.8% |
| Participant deferral / active EE | $7,080 | $6,404+10.5% | $6,842+3.5% | $3,805+86.0% |
| Admin fee / account holder | $233 | $181+28.8% | $9,309-97.5% | $158+47.5% |