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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WARF 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Plan) | $43,965 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC Service code 13 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 152375232 | Contract Administrator | $11,443 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,880 |
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 | $96,702 | $81,474+18.7% | $133,956-27.8% | $73,488+31.6% |
| Participation rate | 93.9% | 76.4%+17.5pp | 79.8%+14.0pp | 70.7%+23.2pp |
| Annual return | 15.89% | 19.40%-3.5pp | 45.09%-29.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $3,756 | $2,209+70.0% | $3,919-4.2% | $2,270+65.4% |
| Participant deferral / active EE | $5,822 | $3,786+53.8% | $5,048+15.3% | $3,740+55.7% |
| Admin fee / account holder | $40 | $713-94.4% | $8,927-99.6% | $513-92.2% |