Filed November 30, 2023
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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $31,739 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,550 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,486 | $80,753-43.7% | $136,294-66.6% | $62,292-27.0% |
| Participation rate | 85.4% | 73.5%+11.9pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | 18.40% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $680 | $2,884-76.4% | $4,695-85.5% | $2,042-66.7% |
| Participant deferral / active EE | $5,933 | $5,164+14.9% | $6,247-5.0% | $3,169+87.2% |
| Admin fee / account holder | $113 | $525-78.5% | $9,243-98.8% | $479-76.4% |