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 49 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Services | $16,144 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $0 |
Service code 13 · EIN 63-0813240 110 OFFICE PARK DRIVE,SUITE 100 · BIRMINGHAM, AL 35223 | Contract Administrator | $0 |
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 | $189,869 | $52,953+258.6% | $172,739+9.9% | $65,185+191.3% |
| Participation rate | 74.3% | 66.2%+8.1pp | 82.6%-8.3pp | 70.2%+4.1pp |
| Annual return | 15.98% | 30.12%-14.1pp | 802.84%-786.9pp | 29.38%-13.4pp |
| Employer contribution / active EE | $6,335 | $2,190+189.3% | $5,143+23.2% | $2,177+191.1% |
| Participant deferral / active EE | $4,578 | $2,471+85.3% | $5,198-11.9% | $3,514+30.3% |
| Admin fee / account holder | $159 | $472-66.3% | $13,954-98.9% | $847-81.3% |