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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $35,807 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,743 |
Filed as: FIDELITY INV INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $75,388-100.0% | $123,544-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.3%-82.3pp | 70.9%-70.9pp |
| Annual return | -5.25% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,667 | $3,063-12.9% | $4,628-42.4% | $2,078+28.3% |
| Participant deferral / active EE | $8,313 | $5,651+47.1% | $6,426+29.4% | $3,356+147.7% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |