Filed June 14, 2019 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $30,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,257 |
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 | $110,389 | $59,107+86.8% | $86,436+27.7% | $68,494+61.2% |
| Participation rate | 85.1% | 75.2%+9.9pp | 80.3%+4.8pp | 67.9%+17.2pp |
| Annual return | -11.79% | -0.23%-11.6pp | 4394.89%-4406.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,710 | $2,519+47.3% | $3,769-1.5% | $2,596+42.9% |
| Participant deferral / active EE | $4,057 | $5,901-31.3% | $6,952-41.6% | $4,027+0.7% |
| Admin fee / account holder | $146 | $5,637-97.4% | $6,731-97.8% | $5,403-97.3% |