Filed December 19, 2016
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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 49 · EIN 26-4310632 | Other Services | $21,806 |
Service code 14 1320 HARBOR BAY PKWY, SUITE 210 · ALAMEDA, CA 94502 | Plan Administrator | $2,151 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $337 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $337 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,773 | $107,440-87.2% | $105,738-87.0% | $55,725-75.3% |
| Participation rate | 74.7% | 55.5%+19.2pp | 76.3%-1.7pp | 70.9%+3.8pp |
| Annual return | -8.32% | -0.59%-7.7pp | 6.27%-14.6pp | 244.93%-253.3pp |
| Employer contribution / active EE | $362 | $1,448-75.0% | $3,268-88.9% | $2,078-82.6% |
| Participant deferral / active EE | $2,372 | $2,171+9.2% | $4,080-41.9% | $3,356-29.3% |
| Admin fee / account holder | $104 | $283-63.2% | $6,913-98.5% | $115-9.4% |