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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $20,196 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA ASCENSUS Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $14,534 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,598 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,113 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,773 | $52,293-52.6% | $178,490-86.1% | $73,409-66.3% |
| Participation rate | 68.2% | 65.3%+2.8pp | 81.9%-13.7pp | 72.2%-4.0pp |
| Annual return | 13.52% | 34.75%-21.2pp | 151.07%-137.6pp | 59.29%-45.8pp |
| Employer contribution / active EE | $486 | $1,735-72.0% | $5,011-90.3% | $2,234-78.2% |
| Participant deferral / active EE | $900 | $2,332-61.4% | $5,202-82.7% | $3,805-76.3% |
| Admin fee / account holder | $6 | $127-95.2% | $13,984-100.0% | $158-96.1% |