Filed August 7, 2018
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 Service code 27 · EIN 36-3145972 | Advisory (Plan) | $37,794 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,786 | $67,703+150.8% | $127,761+32.9% | $65,185+160.5% |
| Participation rate | 92.1% | 74.5%+17.6pp | 79.0%+13.1pp | 70.2%+21.9pp |
| Annual return | 20.88% | 24.36%-3.5pp | 26.14%-5.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $5,317 | $3,724+42.8% | $4,574+16.3% | $2,177+144.3% |
| Participant deferral / active EE | $8,089 | $4,787+69.0% | $6,021+34.3% | $3,514+130.2% |
| Admin fee / account holder | $331 | $618-46.4% | $9,395-96.5% | $847-60.9% |