Filed July 25, 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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $33,838 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,260 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $74,707 | $79,523-6.1% | $140,016-46.6% | $56,287+32.7% |
| Participation rate | 97.4% | 85.7%+11.7pp | 87.5%+9.9pp | 69.9%+27.6pp |
| Annual return | -3.85% | 2.39%-6.2pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $3,390 | $3,350+1.2% | $5,606-39.5% | $2,111+60.6% |
| Participant deferral / active EE | $6,625 | $5,129+29.2% | $6,927-4.4% | $3,350+97.8% |
| Admin fee / account holder | $180 | $614-70.7% | $10,705-98.3% | $521-65.4% |