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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $81,434 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $45,609 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $152,473 | $81,537+87.0% | $149,718+1.8% | $69,631+119.0% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 20.57% | 22.79%-2.2pp | 1501.63%-1481.1pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $9,070 | $3,239+180.0% | $5,445+66.6% | $2,032+346.3% |
| Participant deferral / active EE | $13,392 | $4,994+168.2% | $6,569+103.9% | $3,224+315.4% |
| Admin fee / account holder | $198 | $107+85.0% | $11,283-98.2% | $110+79.0% |