Filed May 20, 2019
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $36,052 |
TIAA10+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $35,390 |
BENEFIT AUDIT GROUP, LLC4 years Filed as: BENEFIT AUDIT GROUP Service code 49 · EIN 21-9987163 | Other Services | $10,300 |
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 | $164,851 | $69,763+136.3% | $67,502+144.2% | $74,495+121.3% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 13.05% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,513 | $2,704+66.9% | $2,731+65.2% | $2,623+72.0% |
| Participant deferral / active EE | $6,654 | $3,636+83.0% | $4,000+66.4% | $4,346+53.1% |
| Admin fee / account holder | $278 | $896-69.0% | $3,998-93.0% | $1,942-85.7% |