Filed December 9, 2024
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $492,830 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $179,776 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-4149404 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
VICTORY1 year Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,198 | $123,286-50.4% | $75,670-19.1% | $77,958-21.5% |
| Participation rate | 68.0% | 78.8%-10.8pp | 72.3%-4.4pp | 71.6%-3.7pp |
| Annual return | 14.76% | 20.45%-5.7pp | 27.34%-12.6pp | 20.87%-6.1pp |
| Employer contribution / active EE | $730 | $2,035-64.1% | $2,352-68.9% | $2,310-68.4% |
| Participant deferral / active EE | $1,744 | $3,095-43.6% | $3,142-44.5% | $3,537-50.7% |
| Admin fee / account holder | $225 | $144+56.2% | $5,800-96.1% | $97+131.2% |