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 and information managem... | $224,733 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $68,579 |
Filed as: KRAVITZ, INC Service code 15 · EIN 95-3207191 | Recordkeeping | $6,550 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,338 | $44,989-74.8% | $170,442-93.3% | $77,958-85.5% |
| Participation rate | 76.7% | 64.6%+12.1pp | 83.6%-6.9pp | 71.6%+5.0pp |
| Annual return | 57.20% | 19.61%+37.6pp | 205.93%-148.7pp | 20.87%+36.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,706 | $2,208-22.7% | $4,939-65.5% | $3,537-51.8% |
| Admin fee / account holder | $78 | $69+13.4% | $13,880-99.4% | $97-19.7% |