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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,502 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $10,042 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,819 |
Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,432 | $56,640-63.9% | $80,975-74.8% | $57,658-64.6% |
| Participation rate | 80.9% | 75.9%+5.0pp | 75.8%+5.0pp | 70.2%+10.6pp |
| Annual return | 37.52% | 19.97%+17.6pp | 17.10%+20.4pp | 5.13%+32.4pp |
| Employer contribution / active EE | $862 | $2,085-58.7% | $3,714-76.8% | $1,974-56.3% |
| Participant deferral / active EE | $2,928 | $4,944-40.8% | $5,696-48.6% | $3,061-4.3% |
| Admin fee / account holder | $132 | $87+51.6% | $5,516-97.6% | $95+39.7% |