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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $149,344 |
MORGAN STANLEY SMITH BARNEY8 years Service code 15 · EIN 20-8764829 | Recordkeeping | $101,836 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,457 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $84,067 | $45,031+86.7% | $84,966-1.1% | $77,643+8.3% |
| Participation rate | 91.0% | 48.7%+42.3pp | 67.5%+23.5pp | 70.6%+20.4pp |
| Annual return | 26.66% | 79.22%-52.6pp | 66.38%-39.7pp | 31.24%-4.6pp |
| Employer contribution / active EE | $1,855 | $1,609+15.3% | $2,727-32.0% | $2,726-31.9% |
| Participant deferral / active EE | $7,245 | $2,807+158.1% | $4,519+60.3% | $4,647+55.9% |
| Admin fee / account holder | $191 | $912-79.1% | $6,149-96.9% | $430-55.7% |