Filed June 19, 2019
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 9-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 37 · EIN 04-2647786 | Loan Processing | $72,780 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,903 | $88,515-23.3% | $162,163-58.1% | $67,579+0.5% |
| Participation rate | 94.2% | 86.8%+7.4pp | 87.6%+6.7pp | 71.3%+22.9pp |
| Annual return | 20.89% | 27.04%-6.1pp | 115.59%-94.7pp | 378.56%-357.7pp |
| Employer contribution / active EE | $2,820 | $3,563-20.8% | $5,614-49.8% | $2,148+31.3% |
| Participant deferral / active EE | $6,362 | $5,724+11.1% | $7,298-12.8% | $3,539+79.7% |
| Admin fee / account holder | $108 | $124-12.8% | $10,843-99.0% | $142-24.2% |