Filed September 10, 2021 (most recent of 3 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $21,069 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,137 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,967 | $89,739-28.7% | $149,718-57.3% | $62,292+2.7% |
| Participation rate | 97.4% | 85.1%+12.3pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 18.19% | 21.01%-2.8pp | 1501.63%-1483.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,214 | $3,233-0.6% | $5,445-41.0% | $2,042+57.4% |
| Participant deferral / active EE | $3,696 | $4,797-22.9% | $6,569-43.7% | $3,169+16.6% |
| Admin fee / account holder | $305 | $551-44.6% | $11,283-97.3% | $479-36.3% |