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 BARNEY7 years Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $102,914 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,143 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 04-1074674 | Accounting | $14,595 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,405 | $43,113-50.4% | $82,719-74.1% | $77,904-72.5% |
| Participation rate | 94.9% | 63.8%+31.1pp | 72.6%+22.4pp | 73.7%+21.2pp |
| Annual return | -15.12% | 2.60%-17.7pp | 701.18%-716.3pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,416 | $1,924-26.4% | $3,009-53.0% | $2,848-50.3% |
| Participant deferral / active EE | $2,621 | $3,057-14.2% | $4,395-40.4% | $4,806-45.5% |
| Admin fee / account holder | $21 | $102-79.1% | $5,329-99.6% | $133-83.9% |