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 Service code 15 · EIN 20-8764829 | Recordkeeping | $33,461 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,296 |
ADP BROKER-DEALER9+ 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 | $85,841 | $130,194-34.1% | $169,993-49.5% | $71,457+20.1% |
| Participation rate | 96.6% | 86.1%+10.4pp | 87.0%+9.6pp | 67.9%+28.6pp |
| Annual return | 15.87% | 20.37%-4.5pp | 53.37%-37.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $4,033 | $4,381-7.9% | $6,785-40.6% | $2,588+55.9% |
| Participant deferral / active EE | $5,584 | $6,923-19.3% | $10,408-46.3% | $4,289+30.2% |
| Admin fee / account holder | $233 | $966-75.9% | $12,815-98.2% | $1,587-85.3% |