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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,200 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 9130 S DADELAND BLVD · MIAMI, FL 33156 | 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 | $44,337 | $71,192-37.7% | $117,854-62.4% | $62,292-28.8% |
| Participation rate | 74.5% | 74.2%+0.3pp | 79.7%-5.2pp | 69.5%+5.0pp |
| Annual return | 14.97% | 18.66%-3.7pp | 335.08%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,953 | $1,934+1.0% | $3,786-48.4% | $2,042-4.3% |
| Participant deferral / active EE | $3,058 | $3,189-4.1% | $4,482-31.8% | $3,169-3.5% |
| Admin fee / account holder | $26 | $587-95.5% | $8,020-99.7% | $479-94.5% |