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 BARNEY5 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $96,162 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,261 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 04-1074674 | Accounting | $19,764 |
ASBURY COMMUNITIES2 years Service code 10 · EIN 52-1862677 | Accounting | $0 |
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 | $44,427 | $47,634-6.7% | $90,404-50.9% | $90,288-50.8% |
| Participation rate | 66.8% | 67.5%-0.7pp | 72.7%-5.9pp | 73.4%-6.6pp |
| Annual return | 14.90% | 19.61%-4.7pp | 1293.02%-1278.1pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,405 | $1,749-19.7% | $3,262-56.9% | $2,524-44.3% |
| Participant deferral / active EE | $1,726 | $2,824-38.9% | $3,963-56.5% | $4,232-59.2% |
| Admin fee / account holder | $21 | $106-80.1% | $5,611-99.6% | $114-81.5% |