Filed August 15, 2023
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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,241 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $30,999 | $64,909-52.2% | $82,313-62.3% | $62,292-50.2% |
| Participation rate | 78.4% | 74.9%+3.5pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 14.99% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,112 | $1,676-33.7% | $2,428-54.2% | $2,042-45.6% |
| Participant deferral / active EE | $1,967 | $3,103-36.6% | $3,706-46.9% | $3,169-37.9% |
| Admin fee / account holder | $78 | $440-82.3% | $5,608-98.6% | $479-83.8% |