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 | $237,878 |
MORGAN STANLEY SMITH BARNEY8+ 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 | $17,990 |
Employer contribution per participant 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 | $58,015 | $130,141-55.4% | $86,677-33.1% | $77,904-25.5% |
| Participation rate | 93.3% | 85.9%+7.3pp | 76.6%+16.7pp | 73.7%+19.6pp |
| Annual return | -14.92% | -12.75%-2.2pp | 35.91%-50.8pp | 12.21%-27.1pp |
| Employer contribution / active EE | $1,250 | $3,220-61.2% | $2,836-55.9% | $2,848-56.1% |
| Participant deferral / active EE | $4,025 | $5,757-30.1% | $4,656-13.5% | $4,806-16.2% |
| Admin fee / account holder | $119 | $132-10.0% | $7,493-98.4% | $133-10.5% |