Filed September 29, 2020
Total covered: 27 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 6-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 SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $60,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $19,781 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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 | $70,668 | $61,125+15.6% | $108,579-34.9% | $63,975+10.5% |
| Participation rate | 95.7% | 80.5%+15.2pp | 79.6%+16.1pp | 71.1%+24.6pp |
| Annual return | 10.66% | 14.06%-3.4pp | -51.70%+62.4pp | 48.65%-38.0pp |
| Employer contribution / active EE | $2,812 | $2,237+25.7% | $3,758-25.2% | $2,182+28.9% |
| Participant deferral / active EE | $5,651 | $3,574+58.1% | $4,311+31.1% | $3,356+68.4% |
| Admin fee / account holder | $43 | $72-40.2% | $7,645-99.4% | $70-38.9% |