Filed September 28, 2015 (most recent of 2 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 6-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 | $38,380 |
Filed as: MORGAN STANLEY & CO. INC. Service code 27 · EIN 26-4310632 | Advisory (Plan) | $27,166 |
RSM US LLP2 years Service code 10 · EIN 41-0714325 | Accounting | $27,057 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $19,113 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $17,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,939 | $118,971+77.3% | $112,977+86.7% | $73,488+187.0% |
| Participation rate | 76.3% | 83.3%-7.0pp | 82.6%-6.3pp | 70.7%+5.6pp |
| Annual return | 9.63% | 17.79%-8.2pp | 24.24%-14.6pp | 28.51%-18.9pp |
| Employer contribution / active EE | $5,523 | $4,091+35.0% | $4,255+29.8% | $2,270+143.3% |
| Participant deferral / active EE | $12,338 | $6,133+101.2% | $5,836+111.4% | $3,740+229.9% |
| Admin fee / account holder | $697 | $573+21.6% | $6,294-88.9% | $513+35.8% |