Filed April 10, 2018
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,947 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,827 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,574 | $108,549-39.6% | $156,263-58.0% | $85,563-23.4% |
| Participation rate | 93.8% | 77.1%+16.7pp | 78.9%+14.9pp | 66.0%+27.9pp |
| Annual return | 14.66% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $1,566 | $2,690-41.8% | $4,333-63.9% | $2,654-41.0% |
| Participant deferral / active EE | $3,890 | $4,800-19.0% | $6,158-36.8% | $4,375-11.1% |
| Admin fee / account holder | $268 | $650-58.8% | $14,255-98.1% | $834-67.9% |