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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,205 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY5 years Service code 49 6230 DOBBIN LANE · COLUMBIA, MD 21045 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,444 | $66,813+68.3% | $100,516+11.9% | $73,488+53.0% |
| Participation rate | 98.6% | 77.5%+21.2pp | 79.4%+19.2pp | 70.7%+28.0pp |
| Annual return | 16.81% | 25.70%-8.9pp | 30.89%-14.1pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,325 | $2,147+54.9% | $3,418-2.7% | $2,270+46.5% |
| Participant deferral / active EE | $8,711 | $5,883+48.1% | $6,270+38.9% | $3,740+132.9% |
| Admin fee / account holder | $4 | $512-99.1% | $8,081-99.9% | $513-99.1% |