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 | $233,806 |
MORGAN STANLEY SMITH BARNEY9+ 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 | $26,550 |
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 | $66,684 | $104,697-36.3% | $96,544-30.9% | $80,160-16.8% |
| Participation rate | 92.1% | 86.4%+5.8pp | 76.0%+16.2pp | 72.9%+19.2pp |
| Annual return | 16.27% | 21.78%-5.5pp | 25.84%-9.6pp | 40.38%-24.1pp |
| Employer contribution / active EE | $1,334 | $3,536-62.3% | $2,965-55.0% | $2,978-55.2% |
| Participant deferral / active EE | $4,233 | $6,188-31.6% | $4,851-12.7% | $5,017-15.6% |
| Admin fee / account holder | $127 | $107+19.3% | $8,252-98.5% | $145-12.1% |