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 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 37 · EIN 04-2647786 | Loan Processing | $156,770 |
Filed as: MORGAN STANLEY & CO. INCORPORATED Service code 27 · EIN 26-4310632 | Advisory (Plan) | $86,101 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $44,493 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $41,853 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,167 |
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 | $170,408 | $168,477+1.1% | $105,387+61.7% | $77,787+119.1% |
| Participation rate | 97.5% | 91.6%+5.8pp | 82.6%+14.9pp | 73.2%+24.2pp |
| Annual return | 22.54% | 25.62%-3.1pp | 26.82%-4.3pp | 32.57%-10.0pp |
| Employer contribution / active EE | $10,817 | $4,957+118.2% | $4,213+156.7% | $2,504+331.9% |
| Participant deferral / active EE | $13,007 | $8,141+59.8% | $5,502+136.4% | $3,967+227.9% |
| Admin fee / account holder | $111 | $103+8.2% | $6,559-98.3% | $100+10.9% |