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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,219,166 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $158,880 |
CHARTERCARE HEALTH PARTNERS1 year Service code 49 · EIN 37-1747940 | Other Services | $69,626 |
Service code 10 · EIN 95-4345526 | Accounting | $43,241 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $32,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,694 | $66,513-49.3% | $178,490-81.1% | $106,222-68.3% |
| Participation rate | 87.1% | 73.8%+13.3pp | 81.9%+5.2pp | 70.8%+16.3pp |
| Annual return | 13.75% | 21.81%-8.1pp | 151.07%-137.3pp | 21.69%-7.9pp |
| Employer contribution / active EE | $808 | $1,776-54.5% | $5,011-83.9% | $2,723-70.3% |
| Participant deferral / active EE | $4,081 | $3,679+10.9% | $5,202-21.5% | $4,600-11.3% |
| Admin fee / account holder | $86 | $53+61.4% | $13,984-99.4% | $78+10.1% |