See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,765 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 6230 DOBBIN LANE · COLUMBIA, MD 21045 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,048 | $61,214+34.0% | $83,333-1.5% | $56,287+45.8% |
| Participation rate | 97.5% | 72.6%+25.0pp | 77.8%+19.8pp | 69.9%+27.7pp |
| Annual return | -4.61% | 0.42%-5.0pp | 10.63%-15.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,943 | $1,925+52.8% | $3,379-12.9% | $2,111+39.4% |
| Participant deferral / active EE | $7,290 | $5,091+43.2% | $5,565+31.0% | $3,350+117.6% |
| Admin fee / account holder | $7 | $512-98.6% | $7,510-99.9% | $521-98.6% |