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 37 · EIN 04-2647786 | Loan Processing | $318,965 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,639 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 20-8764829 | Consulting | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $17,057 | $81,719-79.1% | $101,248-83.2% | $90,288-81.1% |
| Participation rate | 88.8% | 80.7%+8.1pp | 75.8%+13.0pp | 73.4%+15.5pp |
| Annual return | 20.21% | 337.64%-317.4pp | 46.47%-26.3pp | 53.97%-33.8pp |
| Employer contribution / active EE | $1,479 | $3,622-59.2% | $3,660-59.6% | $2,524-41.4% |
| Participant deferral / active EE | $3,827 | $3,310+15.6% | $4,370-12.4% | $4,232-9.6% |
| Admin fee / account holder | $83 | $162-48.9% | $5,945-98.6% | $114-27.4% |