Filed October 3, 2018 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,645 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $43,268 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,328 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,770 | $74,024-12.5% | $77,999-17.0% | $57,658+12.3% |
| Participation rate | 99.2% | 79.7%+19.5pp | 75.5%+23.7pp | 70.2%+29.0pp |
| Annual return | 7.21% | 12.14%-4.9pp | 425.96%-418.7pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,551 | $2,365+7.9% | $2,470+3.3% | $1,974+29.3% |
| Participant deferral / active EE | $6,735 | $3,533+90.6% | $3,497+92.6% | $3,061+120.1% |
| Admin fee / account holder | $225 | $93+141.1% | $5,480-95.9% | $95+137.7% |