Filed April 25, 2023 (most recent of 3 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 |
|---|---|---|
TIAA6 years Filed as: TIAA-CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $82,943 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 24-4310632 | Advisory (Plan) | $50,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANK Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,000 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $35,518 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,526 | $113,293-5.1% | $67,502+59.3% | $199,593-46.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 12.20% | 15.88%-3.7pp | 3512.12%-3499.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $36 | $103-64.9% | $3,998-99.1% | $269-86.6% |