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 |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $62,311 |
MORGAN STANLEY SMITH BARNEY5+ 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) | $55,000 |
WINDES, INC.2 years Filed as: WINDES INC Service code 10 111 W OCEAN BLVD 22ND FL · LONG BEACH, CA 90802 | Accounting | $22,200 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $73,320 | $73,125+0.3% | $125,175-41.4% | $77,787-5.7% |
| Participation rate | 94.3% | 79.4%+14.9pp | 79.8%+14.5pp | 73.2%+21.1pp |
| Annual return | 29.28% | 24.71%+4.6pp | 43.79%-14.5pp | 32.57%-3.3pp |
| Employer contribution / active EE | $2,882 | $2,413+19.4% | $3,865-25.4% | $2,504+15.1% |
| Participant deferral / active EE | $5,820 | $3,966+46.7% | $4,937+17.9% | $3,967+46.7% |
| Admin fee / account holder | $52 | $89-42.2% | $9,702-99.5% | $100-48.4% |