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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $100,000 |
WHITTLESEY PC1 year Service code 10 · EIN 06-0903326 | Accounting | $21,000 |
HAYNES AND BOONE, LLP1 year Service code 29 · EIN 75-1312888 | Legal | $16,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,869 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $157,677 | $47,634+231.0% | $90,404+74.4% | $90,288+74.6% |
| Participation rate | 88.7% | 67.5%+21.3pp | 72.7%+16.1pp | 73.4%+15.4pp |
| Annual return | 28.18% | 19.61%+8.6pp | 1293.02%-1264.8pp | 53.97%-25.8pp |
| Employer contribution / active EE | $5,163 | $1,749+195.2% | $3,262+58.3% | $2,524+104.6% |
| Participant deferral / active EE | $8,583 | $2,824+203.9% | $3,963+116.6% | $4,232+102.8% |
| Admin fee / account holder | $46 | $106-56.8% | $5,611-99.2% | $114-59.8% |