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 13 · EIN 42-0127290 | Contract Administrator | $21,750 |
Filed as: MORGAN STANLEY & CO INC Service code 49 · EIN 20-8764829 | Other Services | $19,774 |
THOMPSON HINE1 year Filed as: THOMPSON MOTOR GROUP, IN Service code 13 · EIN 23-2074976 | Contract Administrator | $15,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,385 | $35,485+81.4% | $74,550-13.6% | $55,725+15.5% |
| Participation rate | 90.6% | 62.5%+28.1pp | 69.1%+21.5pp | 70.9%+19.8pp |
| Annual return | -4.06% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $258 | $777-66.9% | $1,961-86.9% | $2,078-87.6% |
| Participant deferral / active EE | $3,451 | $2,181+58.2% | $3,108+11.0% | $3,356+2.8% |
| Admin fee / account holder | $343 | $114+200.3% | $5,060-93.2% | $115+198.1% |