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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $198,343 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $98,337 |
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 | $73,031 | $39,948+82.8% | $89,391-18.3% | $73,409-0.5% |
| Participation rate | 86.1% | 50.4%+35.7pp | 68.0%+18.1pp | 72.2%+13.9pp |
| Annual return | 16.25% | 50.12%-33.9pp | 245.62%-229.4pp | 59.29%-43.0pp |
| Employer contribution / active EE | $543 | $1,200-54.7% | $2,586-79.0% | $2,234-75.7% |
| Participant deferral / active EE | $4,517 | $2,193+106.0% | $3,890+16.1% | $3,805+18.7% |
| Admin fee / account holder | $251 | $134+86.7% | $4,881-94.9% | $158+58.7% |