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 | $46,824 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,552 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-1357951 | Accounting | $17,250 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,298 | $74,347-6.8% | $93,606-26.0% | $67,579+2.5% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 16.46% | 28.07%-11.6pp | 32.76%-16.3pp | 378.56%-362.1pp |
| Employer contribution / active EE | $2,036 | $2,583-21.2% | $2,718-25.1% | $2,148-5.2% |
| Participant deferral / active EE | $3,159 | $4,060-22.2% | $4,069-22.3% | $3,539-10.7% |
| Admin fee / account holder | $73 | $123-40.6% | $7,888-99.1% | $142-48.8% |