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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.
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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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $745 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 49 20807 BISCAYNE BLVD · AVENTURA, FL 33180 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,353 | $56,114+4.0% | $96,139-39.3% | $85,850-32.0% |
| Participation rate | 96.6% | 56.7%+39.8pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 14.75% | 42.30%-27.6pp | 191.94%-177.2pp | 318.53%-303.8pp |
| Employer contribution / active EE | $4,841 | $1,620+198.9% | $2,797+73.1% | $2,565+88.7% |
| Participant deferral / active EE | $9,394 | $2,859+228.5% | $4,349+116.0% | $3,952+137.7% |
| Admin fee / account holder | $14 | $3,768-99.6% | $5,537-99.8% | $6,260-99.8% |