Filed March 28, 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 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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 22 · EIN 26-4310632 | Insurance Broker | $43,621 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,081 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $5,885 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,107 | $63,156-71.3% | $122,332-85.2% | $62,292-70.9% |
| Participation rate | 80.0% | 60.0%+20.0pp | 71.6%+8.4pp | 69.5%+10.5pp |
| Annual return | 13.68% | 20.61%-6.9pp | 30.27%-16.6pp | 28.90%-15.2pp |
| Employer contribution / active EE | $530 | $1,385-61.7% | $4,050-86.9% | $2,042-74.1% |
| Participant deferral / active EE | $1,809 | $2,321-22.1% | $3,287-45.0% | $3,169-42.9% |
| Admin fee / account holder | $124 | $440-71.9% | $5,478-97.7% | $479-74.2% |