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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 20-8764829 | Consulting | $105,600 |
WHITTLESEY PC3 years Service code 10 · EIN 06-0903326 | Accounting | $28,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$90,654 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,253 | $43,113+209.1% | $82,719+61.1% | $77,904+71.0% |
| Participation rate | 92.0% | 63.8%+28.2pp | 72.6%+19.5pp | 73.7%+18.4pp |
| Annual return | -16.45% | 2.60%-19.0pp | 701.18%-717.6pp | 12.21%-28.7pp |
| Employer contribution / active EE | $5,655 | $1,924+193.8% | $3,009+87.9% | $2,848+98.6% |
| Participant deferral / active EE | $9,471 | $3,057+209.9% | $4,395+115.5% | $4,806+97.1% |
| Admin fee / account holder | $30 | $102-70.2% | $5,329-99.4% | $133-77.0% |