Filed January 19, 2023 (most recent of 3 filings on file)
Total covered: 6 employees
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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $62,464 |
CHANNEL WEALTH LLC1 year Filed as: CHANNEL FINANCIAL PENSION SERVICES Service code 17 7500 OLSON MEMORIAL HWY SUITE 225 · GOLDEN VALLEY, MN 55427 | Pension Consulting | $29,400 |
FIRST STATE TRUST COMPANY3+ years Service code 19 DELAWARE CORPORATE CENTER II · WILMINGTON, DE 19803 | Securities Custodian | $7,557 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 | Other Services | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 14.99% | 10.93%+4.1pp | 10.16%+4.8pp | 13.95%+1.0pp |
| Employer contribution / active EE | $8,970 | $10,209-12.1% | $33,192-73.0% | $16,598-46.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |