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 BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $71,450 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $456 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $505,889 | $81,537+520.4% | $149,718+237.9% | $69,631+626.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 20.85% | 22.79%-1.9pp | 1501.63%-1480.8pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $26,511 | $3,239+718.5% | $5,445+386.9% | $2,032+1204.6% |
| Participant deferral / active EE | $9,230 | $4,994+84.8% | $6,569+40.5% | $3,224+186.3% |
| Admin fee / account holder | $4 | $107-96.7% | $11,283-100.0% | $110-96.8% |