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 |
|---|---|---|
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $117,469 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $70,000 |
Filed as: FIDELITY INVESTMENTS Service code 16 · EIN 04-3523567 | Consulting | $27,343 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN GRAPHICS PRINTING CO. Service code 36 · EIN 38-2090931 | Direct payment from the plan; Partici... | $19,837 |
Service code 10 · EIN 38-2284921 | Accounting | $15,100 |
Filed as: WATKINS PAWLICK CALATI & PRIFTI PC Service code 29 · EIN 83-2893229 | Legal | $13,080 |
PNC BANK, N.A.4 years Filed as: THE PNC FINANCIAL SERVICES GROUP Service code 18 755 W BIG BEAVER, STE 24 · TROY, MI 48044 | Direct payment from the plan; Custodi... | $9,959 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,737 | $88,770-4.5% | $109,143-22.4% | $93,030-8.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 30.28% | 60.64%-30.4pp | 25.75%+4.5pp | 158.70%-128.4pp |
| Employer contribution / active EE | $1,867 | $3,780-50.6% | $3,722-49.8% | $2,706-31.0% |
| Participant deferral / active EE | $1,471 | $3,630-59.5% | $4,653-68.4% | $4,562-67.7% |
| Admin fee / account holder | $210 | $172+21.8% | $6,752-96.9% | $152+38.4% |