See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES, Service code 22 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Insurance Broker | $16,367 |
BENEFITS ADMINISTRATORS, LLC3 years Filed as: BENEFITS ADMINISTRATORS LLC Service code 13 269 WEST MAIN STREET · LEXINGTON, KY 40507 | Contract Administrator | $8,789 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,710 | $88,083-54.9% | $164,813-75.9% | $74,495-46.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.11% | 17.26%-4.2pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,428 | $2,593-6.4% | $4,341-44.1% | $2,623-7.4% |
| Participant deferral / active EE | $2,201 | $4,498-51.1% | $6,031-63.5% | $4,346-49.4% |
| Admin fee / account holder | $61 | $2,234-97.3% | $12,690-99.5% | $1,942-96.8% |