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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION INC.6+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $38,899 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 111 N. WASHINGTON ST. · GREEN BAY, WI 54301 | Advisory (Plan) | $25,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,680 | $79,519-53.9% | $95,952-61.8% | $73,409-50.0% |
| Participation rate | 48.2% | 81.2%-33.0pp | 77.1%-28.9pp | 72.2%-24.0pp |
| Annual return | 17.49% | 19.20%-1.7pp | 91.61%-74.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,683 | $2,048-17.8% | $2,541-33.8% | $2,234-24.7% |
| Participant deferral / active EE | $2,202 | $4,138-46.8% | $4,167-47.2% | $3,805-42.1% |
| Admin fee / account holder | $145 | $184-21.2% | $6,795-97.9% | $158-8.0% |