Filed April 21, 2015
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 BARNEY5+ years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $45,356 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,682 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $16,666 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,413 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,470 | $74,347-7.9% | $93,606-26.9% | $67,579+1.3% |
| Participation rate | 92.7% | 80.6%+12.1pp | 75.8%+16.9pp | 71.3%+21.4pp |
| Annual return | 13.63% | 28.07%-14.4pp | 32.76%-19.1pp | 378.56%-364.9pp |
| Employer contribution / active EE | $2,255 | $2,583-12.7% | $2,718-17.0% | $2,148+5.0% |
| Participant deferral / active EE | $4,552 | $4,060+12.1% | $4,069+11.9% | $3,539+28.6% |
| Admin fee / account holder | $130 | $123+5.8% | $7,888-98.4% | $142-8.8% |