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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $39,752 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,791 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $101,889 | $132,049-22.8% | $200,582-49.2% | $74,304+37.1% |
| Participation rate | 95.1% | 84.1%+11.0pp | 86.9%+8.2pp | 60.3%+34.7pp |
| Annual return | 14.92% | 22.22%-7.3pp | 42.33%-27.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,718 | $4,558-62.3% | $6,419-73.2% | $2,241-23.4% |
| Participant deferral / active EE | $6,657 | $7,213-7.7% | $9,331-28.7% | $3,767+76.7% |
| Admin fee / account holder | $278 | $2,405-88.4% | $16,305-98.3% | $2,969-90.6% |