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 52 · EIN 04-1590850 | Indirect Investment Fees | $73,454 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,969 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,338 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,741 | $107,378-76.0% | $108,579-76.3% | $57,658-55.4% |
| Participation rate | 95.7% | 77.1%+18.6pp | 79.6%+16.2pp | 70.2%+25.5pp |
| Annual return | 3.73% | 12.80%-9.1pp | -51.70%+55.4pp | 5.13%-1.4pp |
| Employer contribution / active EE | $863 | $1,782-51.6% | $3,758-77.0% | $1,974-56.3% |
| Participant deferral / active EE | $3,350 | $3,221+4.0% | $4,311-22.3% | $3,061+9.5% |
| Admin fee / account holder | $203 | $108+86.7% | $7,645-97.4% | $95+114.3% |