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 Service code 16 · EIN 20-8764829 | Consulting | $20,975 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,560 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,787 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,556 | $76,050+53.3% | $96,544+20.7% | $71,457+63.1% |
| Participation rate | 92.8% | 74.4%+18.4pp | 76.0%+16.8pp | 67.9%+24.9pp |
| Annual return | 19.00% | 22.81%-3.8pp | 25.84%-6.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $8,618 | $2,244+284.0% | $2,965+190.7% | $2,588+233.1% |
| Participant deferral / active EE | $9,671 | $4,215+129.4% | $4,851+99.4% | $4,289+125.5% |
| Admin fee / account holder | $49 | $2,707-98.2% | $8,252-99.4% | $1,587-96.9% |