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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,603 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $41,969 | $71,666-41.4% | $117,854-64.4% | $69,631-39.7% |
| Participation rate | 90.6% | 77.5%+13.1pp | 79.7%+10.9pp | 70.7%+19.9pp |
| Annual return | 19.88% | 18.86%+1.0pp | 335.08%-315.2pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,135 | $1,889-39.9% | $3,786-70.0% | $2,032-44.1% |
| Participant deferral / active EE | $2,692 | $3,340-19.4% | $4,482-39.9% | $3,224-16.5% |
| Admin fee / account holder | $15 | $120-87.3% | $8,020-99.8% | $110-86.1% |