Filed April 6, 2021 (most recent of 7 filings on file)
Total covered: 3 employees
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 Service code 70 ATTN BCS MIDDLE OFFICE · JERSEY CITY, NJ 07303 | Consulting Fees | $40,000 |
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,700 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $3,425 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,840 | $74,498-65.3% | $94,224-72.6% | $59,188-56.3% |
| Participation rate | 94.9% | 76.8%+18.1pp | 78.8%+16.1pp | 69.4%+25.5pp |
| Annual return | 6.06% | 2.76%+3.3pp | 10.68%-4.6pp | 5.51%+0.6pp |
| Employer contribution / active EE | $1,716 | $2,077-17.4% | $3,587-52.1% | $2,098-18.2% |
| Participant deferral / active EE | $2,621 | $3,433-23.7% | $4,320-39.3% | $3,265-19.7% |
| Admin fee / account holder | $41 | $103-59.9% | $6,269-99.3% | $92-55.2% |