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 BARNEY6 years Service code 15 · EIN 20-8764829 | Recordkeeping | $164,994 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,253 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,779 | $34,677+101.2% | $77,024-9.4% | $64,808+7.7% |
| Participation rate | 88.0% | 49.8%+38.2pp | 67.9%+20.1pp | 71.5%+16.6pp |
| Annual return | -4.10% | -5.33%+1.2pp | 42.32%-46.4pp | 32.82%-36.9pp |
| Employer contribution / active EE | $1,253 | $1,370-8.6% | $2,812-55.5% | $2,506-50.0% |
| Participant deferral / active EE | $5,525 | $2,556+116.1% | $4,426+24.8% | $4,310+28.2% |
| Admin fee / account holder | $200 | $179+12.2% | $5,425-96.3% | $188+6.7% |