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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $37,991 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,387 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,348 | $122,239-24.5% | $184,203-49.9% | $74,495+24.0% |
| Participation rate | 97.4% | 85.5%+11.9pp | 86.8%+10.6pp | 67.2%+30.2pp |
| Annual return | 11.80% | 19.95%-8.1pp | 28.81%-17.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,114 | $4,537-9.3% | $6,427-36.0% | $2,623+56.8% |
| Participant deferral / active EE | $6,064 | $7,139-15.1% | $9,131-33.6% | $4,346+39.5% |
| Admin fee / account holder | $265 | $1,260-79.0% | $13,901-98.1% | $1,942-86.4% |