Filed October 27, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
BKD, LLP2+ years Service code 15 · EIN 44-0160260 | Recordkeeping | $8,600 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | 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 | $98,243 | $53,018+85.3% | $70,014+40.3% | $62,891+56.2% |
| Participation rate | 75.9% | 67.2%+8.7pp | 71.8%+4.0pp | 69.3%+6.6pp |
| Annual return | 5.22% | 13.35%-8.1pp | 12.99%-7.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,717 | $1,799+106.6% | $2,338+59.0% | $2,281+63.0% |
| Participant deferral / active EE | $7,685 | $2,395+220.9% | $2,931+162.2% | $3,203+139.9% |
| Admin fee / account holder | $95 | $3,690-97.4% | $4,380-97.8% | $4,296-97.8% |