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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $11,494 |
DYNAMIC PENSION SERVICES, INC.1+ years Service code 13 · EIN 31-1585572 | Contract Administrator | $0 |
Employer contribution per participant 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 | $32,766 | $43,423-24.5% | $78,689-58.4% | $55,167-40.6% |
| Participation rate | 83.2% | 68.0%+15.2pp | 73.6%+9.7pp | 69.0%+14.2pp |
| Annual return | 10.03% | 11.53%-1.5pp | 62.18%-52.1pp | 169.23%-159.2pp |
| Employer contribution / active EE | $199 | $1,997-90.0% | $2,851-93.0% | $1,963-89.8% |
| Participant deferral / active EE | $2,052 | $2,509-18.2% | $3,517-41.7% | $3,054-32.8% |
| Admin fee / account holder | $166 | $416-60.2% | $4,510-96.3% | $504-67.1% |