Filed December 18, 2015
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $280,162 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $200,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $69,763 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $1,335 |
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 | $72,061 | $100,921-28.6% | $82,313-12.5% | $177,276-59.4% |
| Participation rate | 99.8% | 86.9%+12.8pp | 76.9%+22.9pp | 74.8%+24.9pp |
| Annual return | 23.33% | 20.33%+3.0pp | 25.88%-2.5pp | 21.25%+2.1pp |
| Employer contribution / active EE | $6,165 | $3,145+96.0% | $2,428+153.9% | $2,479+148.7% |
| Participant deferral / active EE | $10,432 | $5,192+100.9% | $3,706+181.5% | $3,881+168.8% |
| Admin fee / account holder | $15 | $64-76.1% | $5,608-99.7% | $154-90.0% |