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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLZ 12TH FL ANNUITY AND · NEW YORK, NY 10004 | Advisory (Plan) | $74,592 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $63,530 |
HBLA1 year Filed as: HBLA CERTIFIED PUBLIC ACCOUNTANTS I Service code 10 19600 FAIRCHILD STE 320 · IRVINE, CA 92612 | Accounting | $16,000 |
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 | $86,437 | $67,228+28.6% | $117,854-26.7% | $77,958+10.9% |
| Participation rate | 89.2% | 79.4%+9.8pp | 79.7%+9.5pp | 71.6%+17.5pp |
| Annual return | 19.50% | 19.13%+0.4pp | 335.08%-315.6pp | 20.87%-1.4pp |
| Employer contribution / active EE | $3,042 | $2,211+37.6% | $3,786-19.6% | $2,310+31.7% |
| Participant deferral / active EE | $6,083 | $3,653+66.5% | $4,482+35.7% | $3,537+72.0% |
| Admin fee / account holder | $78 | $76+3.5% | $8,020-99.0% | $97-19.4% |