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 BARNEY3 years Filed as: MORGAN STANLEY & CO INC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $282,672 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,712 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $109,280 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $28,790 |
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 | $249,636 | $188,991+32.1% | $103,476+141.2% | $199,593+25.1% |
| Participation rate | 96.7% | 93.2%+3.5pp | 80.5%+16.2pp | 72.0%+24.8pp |
| Annual return | 26.56% | 15.75%+10.8pp | 23.90%+2.7pp | 34.25%-7.7pp |
| Employer contribution / active EE | $12,180 | $6,583+85.0% | $4,672+160.7% | $3,034+301.4% |
| Participant deferral / active EE | $13,754 | $10,334+33.1% | $6,623+107.7% | $5,087+170.4% |
| Admin fee / account holder | $204 | $114+77.8% | $9,413-97.8% | $269-24.3% |