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-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,635 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $96,520 | $58,655+64.6% | $91,989+4.9% | $65,185+48.1% |
| Participation rate | 98.2% | 75.3%+22.9pp | 78.6%+19.5pp | 70.2%+28.0pp |
| Annual return | 24.65% | 33.92%-9.3pp | 69.02%-44.4pp | 29.38%-4.7pp |
| Employer contribution / active EE | $3,143 | $2,080+51.1% | $3,452-8.9% | $2,177+44.4% |
| Participant deferral / active EE | $8,177 | $5,474+49.4% | $5,923+38.1% | $3,514+132.7% |
| Admin fee / account holder | $10 | $434-97.8% | $7,743-99.9% | $847-98.9% |