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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $178,443 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,008 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,626 | $41,647+100.8% | $96,139-13.0% | $86,799-3.7% |
| Participation rate | 83.2% | 50.2%+33.0pp | 68.4%+14.7pp | 72.3%+10.9pp |
| Annual return | 20.89% | 27.24%-6.4pp | 191.94%-171.1pp | 97.91%-77.0pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,539 | $2,412+46.7% | $4,349-18.6% | $4,131-14.3% |
| Admin fee / account holder | $262 | $169+54.9% | $5,537-95.3% | $170+54.7% |