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 INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $8,464 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,576 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $117,399 | $45,283+159.3% | $155,790-24.6% | $52,331+124.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 76.1%+23.9pp | 68.1%+31.9pp |
| Annual return | -0.92% | 1.80%-2.7pp | 71.54%-72.5pp | 4.54%-5.5pp |
| Employer contribution / active EE | $3,769 | $1,329+183.7% | $3,836-1.7% | $1,882+100.3% |
| Participant deferral / active EE | $8,789 | $2,854+207.9% | $4,797+83.2% | $3,022+190.8% |
| Admin fee / account holder | $41 | $981-95.8% | $7,478-99.4% | $592-93.0% |