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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $104,108 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $90,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,860 | $66,051-1.8% | $92,893-30.2% | $77,787-16.6% |
| Participation rate | 86.8% | 81.0%+5.8pp | 76.0%+10.8pp | 73.2%+13.6pp |
| Annual return | 23.71% | 20.69%+3.0pp | 109.41%-85.7pp | 32.57%-8.9pp |
| Employer contribution / active EE | $841 | $3,426-75.4% | $3,653-77.0% | $2,504-66.4% |
| Participant deferral / active EE | $4,674 | $3,013+55.1% | $4,236+10.3% | $3,967+17.8% |
| Admin fee / account holder | $152 | $148+3.0% | $5,794-97.4% | $100+52.2% |