Filed June 9, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $355,656 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $234,694 |
MELTON & MELTON LLP11+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $47,000 |
Service code 29 · EIN 27-5546855 | Legal | $290 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,859 | $130,267-44.8% | $145,661-50.7% | $102,872-30.1% |
| Participation rate | 96.0% | 83.3%+12.7pp | 77.2%+18.8pp | 73.0%+23.0pp |
| Annual return | 17.44% | 17.79%-0.4pp | 101.46%-84.0pp | 19.06%-1.6pp |
| Employer contribution / active EE | $2,233 | $4,061-45.0% | $4,238-47.3% | $3,526-36.7% |
| Participant deferral / active EE | $7,718 | $6,550+17.8% | $7,198+7.2% | $5,535+39.5% |
| Admin fee / account holder | $115 | $396-71.0% | $12,466-99.1% | $292-60.7% |