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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $93,489 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,746 |
WHITTLESEY PC5 years Service code 10 · EIN 06-0903326 | Accounting | $27,250 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $18,038 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$91,416 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,509 | $55,331+200.9% | $81,812+103.5% | $199,593-16.6% |
| Participation rate | 92.3% | 62.5%+29.7pp | 72.3%+19.9pp | 72.0%+20.3pp |
| Annual return | 15.29% | 19.59%-4.3pp | 773.79%-758.5pp | 34.25%-19.0pp |
| Employer contribution / active EE | $6,272 | $2,101+198.5% | $2,912+115.3% | $3,034+106.7% |
| Participant deferral / active EE | $10,384 | $3,283+216.3% | $4,319+140.4% | $5,087+104.1% |
| Admin fee / account holder | $47 | $346-86.4% | $7,386-99.4% | $269-82.6% |