Filed May 7, 2020
Total covered: 275 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $199,793 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 | Consulting | $101,226 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 13 · EIN 13-2919773 | Contract Administrator | $25,682 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 | Contract Administrator | $24,142 |
GRASSI & CO3 years Filed as: GRASSI & CO., CPAS P.C. Service code 10 · EIN 11-3266576 | Accounting | $17,675 |
Filed as: BEACON POINTE ADVISORS Service code 26 · EIN 27-0636826 | Advisory (Participants) | $10,235 |
Service code 16 · EIN 20-4780677 | Consulting | $225 |
AG CNG FUND1 year Filed as: CNG ADVISORS LLC Service code 26 | Advisory (Participants) | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 16 · EIN 20-8764829 | Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,758 | $50,815+271.5% | $155,509+21.4% | $77,643+143.1% |
| Participation rate | 71.0% | 63.1%+7.9pp | 78.2%-7.2pp | 70.6%+0.4pp |
| Annual return | 12.24% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $8,337 | $1,993+318.4% | $4,672+78.4% | $2,726+205.8% |
| Participant deferral / active EE | $6,690 | $2,822+137.1% | $5,626+18.9% | $4,647+44.0% |
| Admin fee / account holder | $365 | $437-16.4% | $15,912-97.7% | $430-15.1% |