Filed August 8, 2022 (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 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 BARNEY3 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $97,287 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,256 |
ARONSON LLC4+ years Service code 10 · EIN 37-1611326 | Accounting | $20,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,655 | $37,884-13.8% | $79,464-58.9% | $75,289-56.6% |
| Participation rate | 62.2% | 65.0%-2.8pp | 73.3%-11.1pp | 72.4%-10.2pp |
| Annual return | -5.94% | 1.06%-7.0pp | 718.14%-724.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $1,213 | $1,680-27.8% | $2,800-56.7% | $2,405-49.6% |
| Participant deferral / active EE | $1,410 | $2,569-45.1% | $3,704-61.9% | $3,739-62.3% |
| Admin fee / account holder | $23 | $77-70.1% | $5,113-99.6% | $102-77.6% |