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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,769 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY6+ 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 | $31,311 | $63,764-50.9% | $81,930-61.8% | $79,858-60.8% |
| Participation rate | 85.5% | 67.5%+18.0pp | 72.0%+13.5pp | 69.6%+15.8pp |
| Annual return | 11.92% | 22.66%-10.7pp | 29.49%-17.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $469 | $1,795-73.9% | $4,310-89.1% | $2,471-81.0% |
| Participant deferral / active EE | $6,221 | $2,780+123.7% | $7,107-12.5% | $3,740+66.3% |
| Admin fee / account holder | $28 | $4,426-99.4% | $5,158-99.5% | $5,306-99.5% |