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 BARNEY7 years Service code 15 · EIN 20-8764829 | Recordkeeping | $175,967 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $85,011 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,236 | $40,385+64.0% | $80,569-17.8% | $74,419-11.0% |
| Participation rate | 90.0% | 47.4%+42.6pp | 67.0%+23.0pp | 70.7%+19.3pp |
| Annual return | 13.51% | 164.85%-151.3pp | 935.43%-921.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,638 | $1,496+9.5% | $2,723-39.9% | $2,637-37.9% |
| Participant deferral / active EE | $6,360 | $2,674+137.8% | $4,447+43.0% | $4,528+40.5% |
| Admin fee / account holder | $185 | $720-74.3% | $5,377-96.6% | $348-46.8% |