Filed December 20, 1 (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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,434 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 · EIN 11-3658445 | Recordkeeping | $21,250 |
MORGAN STANLEY SMITH BARNEY6 years Service code 15 · EIN 20-8764829 | Recordkeeping | $21,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,209 | $92,055-31.3% | $106,213-40.5% | $77,643-18.6% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.4pp | 70.6%+27.1pp |
| Annual return | 12.42% | 17.91%-5.5pp | 116.14%-103.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,837 | $3,367+13.9% | $3,171+21.0% | $2,726+40.7% |
| Participant deferral / active EE | $4,193 | $5,386-22.1% | $5,016-16.4% | $4,647-9.8% |
| Admin fee / account holder | $138 | $219-37.1% | $11,033-98.8% | $430-68.0% |