Filed February 25, 2016
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 10-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $131,112 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $78,380 |
EKS&H LLLP3+ years Service code 15 · EIN 46-1497033 | Recordkeeping | $13,122 |
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 | $56,253 | $34,242+64.3% | $76,523-26.5% | $75,289-25.3% |
| Participation rate | 84.3% | 43.9%+40.4pp | 68.0%+16.3pp | 72.4%+11.9pp |
| Annual return | 7.69% | -0.98%+8.7pp | -0.27%+8.0pp | -0.04%+7.7pp |
| Employer contribution / active EE | $739 | $975-24.2% | $2,647-72.1% | $2,405-69.3% |
| Participant deferral / active EE | $4,209 | $1,872+124.8% | $3,835+9.7% | $3,739+12.6% |
| Admin fee / account holder | $192 | $112+71.6% | $4,848-96.0% | $102+87.8% |