Filed December 3, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $171,407 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $102,162 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 · EIN 38-3145972 | Advisory (Plan) | $72,000 |
Filed as: HOLTHOUSE CARLIN & VAN Service code 10 · EIN 95-4345526 | Accounting | $20,000 |
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).
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 | $71,272 | $144,996-50.8% | $111,297-36.0% | $93,030-23.4% |
| Participation rate | 92.7% | 86.2%+6.6pp | 77.3%+15.4pp | 73.9%+18.8pp |
| Annual return | 12.53% | 18.26%-5.7pp | 54.65%-42.1pp | 158.70%-146.2pp |
| Employer contribution / active EE | $1,154 | $3,056-62.2% | $2,731-57.8% | $2,706-57.4% |
| Participant deferral / active EE | $3,815 | $5,587-31.7% | $4,487-15.0% | $4,562-16.4% |
| Admin fee / account holder | $133 | $103+28.6% | $7,964-98.3% | $152-12.3% |