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 BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $51,140 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,204 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,637 | $81,537-68.6% | $149,718-82.9% | $69,631-63.2% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.1%+11.5pp | 70.7%+27.9pp |
| Annual return | 21.03% | 22.79%-1.8pp | 1501.63%-1480.6pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $951 | $3,239-70.6% | $5,445-82.5% | $2,032-53.2% |
| Participant deferral / active EE | $5,696 | $4,994+14.1% | $6,569-13.3% | $3,224+76.7% |
| Admin fee / account holder | $38 | $107-64.6% | $11,283-99.7% | $110-65.8% |