Filed April 27, 2016
Total covered: 12 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 8-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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $51,402 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 212319907 | Advisory (Plan) | $15,000 |
WIPFLI LLP4 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $12,900 |
BMO HARRIS BANK NA5+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,156 | $79,519+19.7% | $95,952-0.8% | $73,409+29.6% |
| Participation rate | 92.4% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 15.00% | 19.20%-4.2pp | 91.61%-76.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $537 | $2,048-73.8% | $2,541-78.9% | $2,234-76.0% |
| Participant deferral / active EE | $1,651 | $4,138-60.1% | $4,167-60.4% | $3,805-56.6% |
| Admin fee / account holder | $124 | $184-33.0% | $6,795-98.2% | $158-21.8% |