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 | $2,022 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 16644 W BERNARDO DR · SAN DIEGO, CA 92127 | 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 | $19,530 | $43,504-55.1% | $68,793-71.6% | $56,287-65.3% |
| Participation rate | 81.3% | 67.8%+13.5pp | 72.2%+9.1pp | 69.9%+11.5pp |
| Annual return | -6.85% | -3.15%-3.7pp | -4.63%-2.2pp | -9.96%+3.1pp |
| Employer contribution / active EE | $435 | $1,525-71.5% | $2,625-83.4% | $2,111-79.4% |
| Participant deferral / active EE | $3,206 | $2,509+27.8% | $3,311-3.2% | $3,350-4.3% |
| Admin fee / account holder | $15 | $515-97.1% | $5,131-99.7% | $521-97.1% |