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 |
|---|---|---|
Filed as: MORGAN STANLEY DOMESTIC HOLDS, INC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $20,000 |
WHITTLESEY PC3 years Service code 10 · EIN 06-0903326 | Accounting | $18,625 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE Service code 29 · EIN 75-1312888 | Legal | $8,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,177 |
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 | $130,284 | $65,435+99.1% | $86,677+50.3% | $66,914+94.7% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -16.73% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $9,936 | $2,153+361.4% | $2,836+250.3% | $2,544+290.5% |
| Participant deferral / active EE | $12,896 | $4,100+214.5% | $4,656+177.0% | $4,237+204.4% |
| Admin fee / account holder | $125 | $642-80.5% | $7,493-98.3% | $593-78.9% |