Filed April 4, 2018
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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $99,789 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $8,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $189,420 | $59,328+219.3% | $118,925+59.3% | $73,488+157.8% |
| Participation rate | 99.1% | 62.3%+36.8pp | 75.4%+23.8pp | 70.7%+28.5pp |
| Annual return | 14.76% | 19.13%-4.4pp | 35.88%-21.1pp | 28.51%-13.8pp |
| Employer contribution / active EE | $7,639 | $1,803+323.6% | $3,263+134.1% | $2,270+236.5% |
| Participant deferral / active EE | $3,961 | $2,604+52.1% | $4,265-7.1% | $3,740+5.9% |
| Admin fee / account holder | $340 | $600-43.4% | $6,581-94.8% | $513-33.8% |