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 |
|---|---|---|
HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years Filed as: HOLTHOUSE CARLING & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,434 | $59,535+60.3% | $90,160+5.8% | $62,292+53.2% |
| Participation rate | 90.5% | 73.0%+17.5pp | 76.9%+13.6pp | 69.5%+21.0pp |
| Annual return | 18.91% | 23.53%-4.6pp | 34.88%-16.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,894 | $1,826+113.3% | $3,318+17.4% | $2,042+90.7% |
| Participant deferral / active EE | $8,009 | $4,639+72.7% | $5,288+51.5% | $3,169+152.7% |
| Admin fee / account holder | $40 | $337-88.1% | $5,943-99.3% | $479-91.6% |