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 | $567,693 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $206,760 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $20,000 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
VICTORY4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,719 | $72,066-3.3% | $81,930-14.9% | $90,288-22.8% |
| Participation rate | 54.8% | 78.9%-24.1pp | 72.0%-17.2pp | 73.4%-18.6pp |
| Annual return | 8.12% | 15.92%-7.8pp | 29.49%-21.4pp | 53.97%-45.8pp |
| Employer contribution / active EE | $720 | $2,335-69.2% | $4,310-83.3% | $2,524-71.5% |
| Participant deferral / active EE | $1,593 | $3,557-55.2% | $7,107-77.6% | $4,232-62.4% |
| Admin fee / account holder | $257 | $92+177.6% | $5,158-95.0% | $114+125.1% |