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 | $258,299 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 38-3145972 | Advisory (Plan) | $72,000 |
Filed as: HOLTHOUSE CARLIN & VAN T Service code 10 · EIN 95-4345526 | Accounting | $25,735 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,916 | $110,299-33.9% | $102,423-28.8% | $199,593-63.5% |
| Participation rate | 94.1% | 86.3%+7.8pp | 76.5%+17.6pp | 72.0%+22.1pp |
| Annual return | 13.62% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,460 | $3,603-59.5% | $3,023-51.7% | $3,034-51.9% |
| Participant deferral / active EE | $4,663 | $6,376-26.9% | $5,053-7.7% | $5,087-8.3% |
| Admin fee / account holder | $139 | $122+14.0% | $9,451-98.5% | $269-48.2% |