Filed February 6, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Filed as: STOUT, CAUSEY & HORNING Service code 10 · EIN 52-1743645 PO BOX 64271 · BALTIMORE, MD 212644271 | Accounting | $20,627 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 1701 MARKET STREET · PHILADELPHIA, PA 191032903 | Legal | $14,084 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $83,730 | $34,495+142.7% | $78,689+6.4% | $63,975+30.9% |
| Participation rate | 99.2% | 60.8%+38.4pp | 73.6%+25.6pp | 71.1%+28.0pp |
| Annual return | 7.49% | 11.62%-4.1pp | 62.18%-54.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $8,952 | $1,398+540.3% | $2,851+214.0% | $2,182+310.3% |
| Participant deferral / active EE | $6,832 | $2,100+225.3% | $3,517+94.3% | $3,356+103.5% |
| Admin fee / account holder | $3 | $68-96.2% | $4,510-99.9% | $70-96.4% |