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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,975 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 55 EAST 52ND ST 28TH FL · NEW YORK, NY 10055 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,175 | $69,010-94.0% | $159,960-97.4% | $68,494-93.9% |
| Participation rate | 72.7% | 65.4%+7.3pp | 78.0%-5.2pp | 67.9%+4.8pp |
| Annual return | -19.27% | -9.65%-9.6pp | 408.60%-427.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,427 | $2,213-35.5% | $4,226-66.2% | $2,596-45.0% |
| Participant deferral / active EE | $2,761 | $4,212-34.4% | $6,182-55.3% | $4,027-31.4% |
| Admin fee / account holder | $82 | $4,798-98.3% | $8,698-99.1% | $5,403-98.5% |