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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY & CO INC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $328,096 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,182 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $30,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,373 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,557 | $167,950+30.1% | $112,887+93.6% | $80,160+172.7% |
| Participation rate | 98.5% | 94.5%+4.0pp | 80.5%+18.0pp | 72.9%+25.6pp |
| Annual return | 18.81% | 18.78%0pp | 34.10%-15.3pp | 40.38%-21.6pp |
| Employer contribution / active EE | $9,651 | $6,272+53.9% | $4,563+111.5% | $2,978+224.1% |
| Participant deferral / active EE | $15,828 | $9,857+60.6% | $6,513+143.0% | $5,017+215.5% |
| Admin fee / account holder | $143 | $104+37.5% | $7,047-98.0% | $145-1.7% |