Filed July 21, 2020
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 8-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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Recordkeeping | $19,924 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,630 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,093 | $58,320-38.1% | $86,436-58.2% | $66,914-46.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -15.13% | -9.71%-5.4pp | 4394.89%-4410.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,969 | $2,615+51.8% | $3,769+5.3% | $2,544+56.0% |
| Participant deferral / active EE | $8,088 | $6,899+17.2% | $6,952+16.3% | $4,237+90.9% |
| Admin fee / account holder | $200 | $546-63.3% | $6,731-97.0% | $593-66.2% |