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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $32,074 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,785 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,293 | $102,553-24.6% | $151,611-49.0% | $66,914+15.5% |
| Participation rate | 97.3% | 85.5%+11.8pp | 87.5%+9.8pp | 69.8%+27.5pp |
| Annual return | -15.03% | -10.82%-4.2pp | 3.33%-18.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $4,416 | $4,180+5.6% | $6,166-28.4% | $2,544+73.6% |
| Participant deferral / active EE | $5,699 | $6,641-14.2% | $8,363-31.9% | $4,237+34.5% |
| Admin fee / account holder | $236 | $630-62.5% | $11,616-98.0% | $593-60.2% |