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 SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $5,292 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,459 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,977 | $36,916-67.6% | $156,549-92.3% | $57,658-79.2% |
| Participation rate | 81.2% | 63.4%+17.7pp | 84.0%-2.8pp | 70.2%+10.9pp |
| Annual return | 8.58% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $712 | $1,571-54.7% | $5,501-87.1% | $1,974-63.9% |
| Participant deferral / active EE | $2,059 | $1,926+6.9% | $4,871-57.7% | $3,061-32.7% |
| Admin fee / account holder | $15 | $82-81.9% | $13,027-99.9% | $95-84.2% |