Filed January 6, 2016 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.10+ years Filed as: MILLIMAN,INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $60,184 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY & CO. LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,136 |
MATRIX TRUST COMPANY9 years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,460 | $78,485+2.5% | $106,213-24.2% | $74,495+8.0% |
| Participation rate | 97.6% | 72.8%+24.7pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 13.25% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,160 | $2,523-54.0% | $3,171-63.4% | $2,623-55.8% |
| Participant deferral / active EE | $6,227 | $4,322+44.1% | $5,016+24.1% | $4,346+43.3% |
| Admin fee / account holder | $278 | $2,232-87.6% | $11,033-97.5% | $1,942-85.7% |