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 8-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 Service code 26 · EIN 20-8764829 | Advisory (Participants) | $21,843 |
WHITTLESEY PC5 years Service code 10 · EIN 06-0903326 | Accounting | $15,500 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $14,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$600 |
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 | $129,822 | $79,171+64.0% | $102,423+26.8% | $74,495+74.3% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 21.95% | 54.93%-33.0pp | 29.32%-7.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $12,047 | $2,362+410.0% | $3,023+298.5% | $2,623+359.3% |
| Participant deferral / active EE | $12,194 | $4,415+176.2% | $5,053+141.3% | $4,346+180.6% |
| Admin fee / account holder | $192 | $2,001-90.4% | $9,451-98.0% | $1,942-90.1% |