See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,456 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $9,754 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,023 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,819 | $83,477+7.6% | $125,175-28.2% | $72,985+23.1% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.5%+15.2pp |
| Annual return | 23.95% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $6,535 | $2,345+178.7% | $3,865+69.1% | $2,440+167.9% |
| Participant deferral / active EE | $6,412 | $3,585+78.8% | $4,937+29.9% | $3,607+77.7% |
| Admin fee / account holder | $129 | $5,517-97.7% | $9,702-98.7% | $5,124-97.5% |