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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $58,037 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $25,500 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,488 |
Service code 27 · EIN 42-1484983 | Advisory (Plan) | $22,478 |
TWO WEST CAPITAL ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $5,624 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $75 |
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 | $14,514 | $50,982-71.5% | $154,803-90.6% | $85,563-83.0% |
| Participation rate | 79.0% | 59.8%+19.2pp | 78.1%+0.9pp | 66.0%+13.0pp |
| Annual return | 15.92% | 30.35%-14.4pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $665 | $1,708-61.1% | $4,305-84.6% | $2,654-74.9% |
| Participant deferral / active EE | $2,449 | $2,474-1.0% | $5,540-55.8% | $4,375-44.0% |
| Admin fee / account holder | $152 | $846-82.1% | $14,329-98.9% | $834-81.8% |