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 INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $12,303 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,637 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,223 | $54,320-18.6% | $67,652-34.6% | $52,331-15.5% |
| Participation rate | 95.6% | 73.6%+22.0pp | 75.7%+19.9pp | 68.1%+27.5pp |
| Annual return | -1.22% | 6.81%-8.0pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,677 | $1,544+8.6% | $2,266-26.0% | $1,882-10.9% |
| Participant deferral / active EE | $3,318 | $2,950+12.5% | $3,560-6.8% | $3,022+9.8% |
| Admin fee / account holder | $39 | $527-92.7% | $4,821-99.2% | $592-93.5% |