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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $302,691 |
BARTON LAW OFFICE'S1 year Filed as: BARTON LAW OFFICE Service code 29 · EIN 74-2860676 | Legal | $75,782 |
MELTON & MELTON LLP8+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $28,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$196,974 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,227 | $140,190-63.5% | $115,756-55.7% | $77,904-34.2% |
| Participation rate | 91.9% | 81.0%+10.8pp | 77.1%+14.8pp | 73.7%+18.2pp |
| Annual return | -17.97% | -13.46%-4.5pp | 143.14%-161.1pp | 12.21%-30.2pp |
| Employer contribution / active EE | $978 | $3,169-69.1% | $3,793-74.2% | $2,848-65.7% |
| Participant deferral / active EE | $7,158 | $5,401+32.5% | $6,254+14.5% | $4,806+48.9% |
| Admin fee / account holder | $38 | $138-72.2% | $8,124-99.5% | $133-71.0% |