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 13 · EIN 06-1050034 | Contract Administrator | $26,293 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $9,670 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,988 | $81,908-59.7% | $90,749-63.6% | $64,808-49.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -15.29% | -12.53%-2.8pp | -12.16%-3.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,142 | $3,065-30.1% | $2,921-26.7% | $2,506-14.5% |
| Participant deferral / active EE | $2,114 | $4,840-56.3% | $4,564-53.7% | $4,310-51.0% |
| Admin fee / account holder | $53 | $157-66.0% | $8,445-99.4% | $188-71.6% |