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 |
|---|---|---|
Service code 15 150 STATE STREET · ROCHESTER, NY 14614 | Recordkeeping | $53,613 |
Filed as: MORGAN STANLEY Service code 16 305 CHURCH STREET SW · HUNTSVILLE, AL 35801 | Consulting | $35,987 |
ARIA7 years Service code 16 · EIN 82-0792334 1900 THE ALEMEDIA · SAN JOSE, CA 05126 | Consulting | $23,225 |
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 | $142,337 | $106,028+34.2% | $146,958-3.1% | $77,643+83.3% |
| Participation rate | 97.9% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.89% | 56.73%-41.8pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $7,518 | $4,063+85.0% | $4,933+52.4% | $2,726+175.8% |
| Participant deferral / active EE | $11,784 | $7,990+47.5% | $8,070+46.0% | $4,647+153.6% |
| Admin fee / account holder | $123 | $337-63.5% | $12,998-99.1% | $430-71.4% |