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; Partici... | $100,288 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 36-3145972 | Advisory (Plan) | $33,676 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Service code 16 · EIN 36-3429599 | Consulting | $10,057 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,713 | $63,905-37.9% | $74,183-46.5% | $57,658-31.1% |
| Participation rate | 96.1% | 79.8%+16.4pp | 76.6%+19.5pp | 70.2%+25.9pp |
| Annual return | 6.50% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $369 | $1,840-79.9% | $2,370-84.4% | $1,974-81.3% |
| Participant deferral / active EE | $1,999 | $3,448-42.0% | $3,550-43.7% | $3,061-34.7% |
| Admin fee / account holder | $242 | $91+165.3% | $5,586-95.7% | $95+155.6% |