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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $67,620 |
ADP BROKER-DEALER6 years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,136 |
ADP BROKER-DEALER6 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,502 | $148,978+80.2% | $200,582+33.9% | $84,808+216.6% |
| Participation rate | 98.9% | 84.2%+14.6pp | 86.9%+12.0pp | 68.3%+30.5pp |
| Annual return | 15.47% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $8,344 | $4,815+73.3% | $6,419+30.0% | $2,631+217.2% |
| Participant deferral / active EE | $10,888 | $7,142+52.4% | $9,331+16.7% | $4,212+158.5% |
| Admin fee / account holder | $732 | $13,977-94.8% | $16,305-95.5% | $7,344-90.0% |