Filed March 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 PO BOX 671 · CHARLESTON, WV 25323 | Advisory (Plan) | $19,966 |
FINDLEY3 years Service code 11 · EIN 34-1213174 2591 WEXFORD-BAYNE ROAD · SEWICKLEY, PA 151438676 | Actuarial | $18,305 |
METRO BENEFITS, INC.3 years Service code 14 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 152375232 | Plan Administrator | $5,145 |
STEPTOE & JOHNSON LLP3 years Filed as: STEPTOE & JOHNSON PLLC Service code 29 · EIN 55-0286140 P.O. BOX 247 · BRIDGEPORT, WV 26330 | Legal | $5,138 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 2.56% | 9.55%-7.0pp | 9.52%-7.0pp | 9.29%-6.7pp |
| Employer contribution / active EE | $34,483 | $20,722+66.4% | $41,951-17.8% | $15,168+127.3% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |