Filed December 20, 2024 (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 | $67,392 |
ADP BROKER-DEALER3 years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,013 |
ADP BROKER-DEALER3 years Filed as: ADP, INC Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 21 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,543 | $110,094+93.1% | $151,611+40.2% | $68,494+210.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.53% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,279 | $4,471+62.8% | $6,166+18.1% | $2,596+180.4% |
| Participant deferral / active EE | $9,970 | $6,527+52.7% | $8,363+19.2% | $4,027+147.6% |
| Admin fee / account holder | $719 | $7,719-90.7% | $11,616-93.8% | $5,403-86.7% |