Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,969 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $24,915 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,074 | $54,193-39.0% | $93,654-64.7% | $77,671-57.4% |
| Participation rate | 93.6% | 63.9%+29.7pp | 68.7%+24.9pp | 70.6%+23.0pp |
| Annual return | 19.49% | 30.54%-11.1pp | 133.34%-113.9pp | 31.21%-11.7pp |
| Employer contribution / active EE | $2,793 | $1,168+139.1% | $2,421+15.4% | $2,726+2.4% |
| Participant deferral / active EE | $5,117 | $3,144+62.8% | $4,413+16.0% | $4,648+10.1% |
| Admin fee / account holder | $189 | $576-67.2% | $8,282-97.7% | $430-56.1% |