Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 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 10-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 13 · EIN 06-1050034 | Contract Administrator | $131,630 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,450 | $92,897+189.0% | $90,782+195.7% | $56,287+376.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -2.72% | -2.59%-0.1pp | -3.42%+0.7pp | -9.96%+7.2pp |
| Employer contribution / active EE | $15,163 | $3,871+291.7% | $4,105+269.3% | $2,111+618.3% |
| Participant deferral / active EE | $11,206 | $5,551+101.9% | $5,366+108.8% | $3,350+234.5% |
| Admin fee / account holder | $690 | $440+56.6% | $5,908-88.3% | $521+32.4% |