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 |
|---|---|---|
PREMIER PENSION SOLUTIONS, LLC3+ years Filed as: PREMIER PENSION SOLUTIONS Service code 37 · EIN 20-2274261 P.O. BOX 7247 · WACO, TX 76714 | Loan Processing | $99,744 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 26 · EIN 94-1671384 400 CAPITOL MALL · SACRAMENTO, CA 95814 | Advisory (Participants) | $93,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,321 | $38,833-47.7% | $78,778-74.2% | $77,958-73.9% |
| Participation rate | 99.4% | 60.9%+38.4pp | 69.2%+30.2pp | 71.6%+27.7pp |
| Annual return | 18.06% | 20.31%-2.2pp | 35.62%-17.6pp | 20.87%-2.8pp |
| Employer contribution / active EE | $978 | $840+16.5% | $1,986-50.8% | $2,310-57.7% |
| Participant deferral / active EE | $2,340 | $1,776+31.8% | $2,958-20.9% | $3,537-33.8% |
| Admin fee / account holder | $88 | $89-0.7% | $5,134-98.3% | $97-9.3% |