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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $332,632 |
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $45,000 |
BARTON LAW OFFICE'S10+ years Service code 29 · EIN 74-2860676 | Legal | $6,911 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$286,260 |
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 | $63,827 | $148,970-57.2% | $136,007-53.1% | $199,593-68.0% |
| Participation rate | 94.8% | 79.4%+15.4pp | 76.5%+18.3pp | 72.0%+22.8pp |
| Annual return | 15.21% | 27.07%-11.9pp | 579.32%-564.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $1,869 | $3,561-47.5% | $4,217-55.7% | $3,034-38.4% |
| Participant deferral / active EE | $7,210 | $6,140+17.4% | $7,025+2.6% | $5,087+41.7% |
| Admin fee / account holder | $18 | $144-87.6% | $6,858-99.7% | $269-93.3% |