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 BARNEY2+ years Filed as: MORGAN STANLEY INS SVCS INC Service code 33 · EIN 51-0116113 | Securities brokerage; Shareholder ser... | $39,015 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $4,198 |
PENSION STRATEGIES, LLC2+ years Filed as: PENSION STRATEGIES, INC. Service code 12 P. O. BOX 2010 · EWA BEACH, HI 96706 | Claims processing; Participant loan p... | $2,075 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 99 · EIN 26-4310844 | Other Fees | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
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 | $36,067 | $57,921-37.7% | $84,750-57.4% | $57,658-37.4% |
| Participation rate | 97.4% | 72.9%+24.5pp | 76.6%+20.8pp | 70.2%+27.2pp |
| Annual return | 7.48% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,671 | $2,598-35.7% | $3,574-53.2% | $1,974-15.3% |
| Participant deferral / active EE | $2,451 | $2,742-10.6% | $3,712-34.0% | $3,061-19.9% |
| Admin fee / account holder | $13 | $130-90.0% | $5,332-99.8% | $95-86.3% |