Filed May 14, 2019 (most recent of 2 filings on file)
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 9-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 LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $65,018 |
MICHAEL BEST & FRIEDRICH LLP4 years Service code 29 · EIN 39-0934985 | Legal | $51,237 |
WIPFLI LLP8+ years Service code 10 · EIN 39-0758449 | Accounting | $16,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,254 | $99,078+17.3% | $96,544+20.4% | $74,419+56.2% |
| Participation rate | 96.3% | 80.7%+15.7pp | 76.0%+20.4pp | 70.7%+25.6pp |
| Annual return | 17.71% | 22.48%-4.8pp | 25.84%-8.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,096 | $2,570+59.3% | $2,965+38.1% | $2,637+55.3% |
| Participant deferral / active EE | $10,950 | $4,933+122.0% | $4,851+125.7% | $4,528+141.8% |
| Admin fee / account holder | $90 | $225-59.8% | $8,252-98.9% | $348-74.0% |