Filed January 16, 2020
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 BARNEY1+ years Service code 21 · EIN 13-1912900 | Bank Trustee | $16,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $27,491 | $22,714+21.0% | $59,496-53.8% | $55,191-50.2% |
| Participation rate | 16.5% | 37.5%-20.9pp | 54.6%-38.0pp | 69.2%-52.6pp |
| Annual return | -4.52% | -44.01%+39.5pp | 182.05%-186.6pp | 10.78%-15.3pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $471 | $843-44.1% | $1,829-74.2% | $3,046-84.5% |
| Admin fee / account holder | $153 | $83+84.0% | $2,232-93.1% | $91+69.0% |