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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,069 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 2000 WESTCHESTER AVENUE · PURCHASE, NY 10577 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $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 | $13,204 | $43,327-69.5% | $59,878-77.9% | $64,186-79.4% |
| Participation rate | 95.5% | 69.2%+26.3pp | 74.7%+20.8pp | 69.6%+25.9pp |
| Annual return | -6.97% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,380 | $2,028+17.4% | $2,722-12.5% | $2,3810% |
| Participant deferral / active EE | $3,494 | $2,546+37.2% | $3,402+2.7% | $3,470+0.7% |
| Admin fee / account holder | $6 | $3,005-99.8% | $3,590-99.8% | $4,888-99.9% |