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 49 · EIN 04-1590850 | Other Services | $561,065 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $196,441 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
VICTORY3 years 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 | $65,252 | $65,708-0.7% | $76,817-15.1% | $77,787-16.1% |
| Participation rate | 54.8% | 79.0%-24.1pp | 72.1%-17.2pp | 73.2%-18.4pp |
| Annual return | 20.91% | 49.86%-28.9pp | 1166.11%-1145.2pp | 32.57%-11.7pp |
| Employer contribution / active EE | $667 | $2,167-69.2% | $2,302-71.0% | $2,504-73.4% |
| Participant deferral / active EE | $1,578 | $3,254-51.5% | $3,336-52.7% | $3,967-60.2% |
| Admin fee / account holder | $248 | $91+173.5% | $6,420-96.1% | $100+148.2% |