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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,201 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 755 E. MULBERRY · SAN ANTONIO, TX 78212 | 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 | $35,006 | $107,378-67.4% | $108,579-67.8% | $57,658-39.3% |
| Participation rate | 88.4% | 77.1%+11.2pp | 79.6%+8.8pp | 70.2%+18.1pp |
| Annual return | 10.73% | 12.80%-2.1pp | -51.70%+62.4pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,041 | $1,782-41.6% | $3,758-72.3% | $1,974-47.3% |
| Participant deferral / active EE | $2,503 | $3,221-22.3% | $4,311-41.9% | $3,061-18.2% |
| Admin fee / account holder | $15 | $108-85.9% | $7,645-99.8% | $95-83.9% |