Filed March 8, 2021
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 99 · EIN 71-0294708 | Other Fees | $90,297 |
COHNREZNICK LLP1 year Service code 99 1 SOUTH WACKER DR · CHICAGO, IL 60606 | Other Fees | $20,000 |
Filed as: MORGAN STANLEY GLOBAL Service code 99 · EIN 22-2000222 | Other Fees | $9,138 |
Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Other Fees | $8,953 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 99 · EIN 11-1000111 | Other Fees | $8,263 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 99 · EIN 36-4317381 | Other Fees | $558 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,126 | $104,631-67.4% | $98,439-65.3% | $80,160-57.4% |
| Participation rate | 87.4% | 87.5%-0.1pp | 75.2%+12.2pp | 72.9%+14.5pp |
| Annual return | 14.20% | 34.72%-20.5pp | 21.16%-7.0pp | 40.38%-26.2pp |
| Employer contribution / active EE | $2,469 | $4,517-45.3% | $3,048-19.0% | $2,978-17.1% |
| Participant deferral / active EE | $3,556 | $6,545-45.7% | $4,738-24.9% | $5,017-29.1% |
| Admin fee / account holder | $102 | $105-2.5% | $8,948-98.9% | $145-29.5% |