Filed February 7, 2019 (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 |
|---|---|---|
MILLIMAN, INC.8 years Service code 15 · EIN 91-0675641 | Recordkeeping | $1,094,842 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $122,787 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $118,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,868 | $73,283-82.4% | $155,509-91.7% | $106,382-87.9% |
| Participation rate | 60.7% | 73.3%-12.6pp | 78.2%-17.5pp | 69.9%-9.2pp |
| Annual return | 12.27% | 15.77%-3.5pp | 64.67%-52.4pp | 17.37%-5.1pp |
| Employer contribution / active EE | $142 | $2,247-93.7% | $4,672-97.0% | $3,364-95.8% |
| Participant deferral / active EE | $833 | $4,580-81.8% | $5,626-85.2% | $5,569-85.0% |
| Admin fee / account holder | $64 | $56+14.8% | $15,912-99.6% | $79-18.7% |