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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $65,426 |
ADP BROKER-DEALER4 years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,585 |
ADP BROKER-DEALER4 years Filed as: ADP, INC Service code 59 | Shareholder Servicing | $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 | $230,742 | $125,758+83.5% | $169,993+35.7% | $75,163+207.0% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.0%+11.9pp | 67.2%+31.7pp |
| Annual return | 16.64% | 27.20%-10.6pp | 53.37%-36.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $8,047 | $4,615+74.4% | $6,785+18.6% | $2,670+201.4% |
| Participant deferral / active EE | $10,751 | $6,837+57.2% | $10,408+3.3% | $4,125+160.6% |
| Admin fee / account holder | $852 | $8,173-89.6% | $12,815-93.3% | $5,651-84.9% |