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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 94-1671384 400 CAPITOL MALL · SACRAMENTO, CA 95814 | Advisory (Participants) | $78,990 |
PREMIER PENSION SOLUTIONS, LLC1+ years Filed as: PREMIER PENSION SOLUTIONS Service code 37 · EIN 20-2274261 P.O. BOX 7247 · WACO, TX 76714 | Loan Processing | $75,742 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,469 | $31,810-41.9% | $64,105-71.2% | $59,188-68.8% |
| Participation rate | 96.6% | 57.7%+38.9pp | 68.2%+28.4pp | 69.4%+27.2pp |
| Annual return | -1.70% | 9.41%-11.1pp | 791.24%-792.9pp | 5.51%-7.2pp |
| Employer contribution / active EE | $633 | $659-3.9% | $1,820-65.2% | $2,098-69.8% |
| Participant deferral / active EE | $2,086 | $1,582+31.9% | $2,822-26.1% | $3,265-36.1% |
| Admin fee / account holder | $102 | $57+79.3% | $4,499-97.7% | $92+10.6% |