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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $67,995 |
ADP BROKER-DEALER5 years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,060 |
ADP BROKER-DEALER5 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 | $226,237 | $138,347+63.5% | $184,203+22.8% | $80,856+179.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.91% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,101 | $4,850+46.4% | $6,427+10.5% | $2,755+157.8% |
| Participant deferral / active EE | $11,070 | $7,071+56.6% | $9,131+21.2% | $4,296+157.7% |
| Admin fee / account holder | $748 | $10,483-92.9% | $13,901-94.6% | $6,918-89.2% |