Filed May 13, 2022
Total covered: 38 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275,910 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $58,642 |
CARON & BLETZER, PLLC5 years Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $22,600 |
Filed as: ARTHUR J. GALLAGHER & CO Service code 29 · EIN 94-3015711 | Legal | $8,046 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,702 | $42,504-34.8% | $159,960-82.7% | $77,904-64.4% |
| Participation rate | 89.2% | 66.9%+22.3pp | 78.0%+11.2pp | 73.7%+15.5pp |
| Annual return | -16.23% | -12.43%-3.8pp | 408.60%-424.8pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,363 | $1,684-19.1% | $4,226-67.8% | $2,848-52.1% |
| Participant deferral / active EE | $3,653 | $3,919-6.8% | $6,182-40.9% | $4,806-24.0% |
| Admin fee / account holder | $161 | $98+65.0% | $8,698-98.1% | $133+21.4% |