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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $34,792 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,240 |
ADP BROKER-DEALER5+ 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 | $86,992 | $98,982-12.1% | $162,163-46.4% | $65,185+33.5% |
| Participation rate | 97.0% | 85.8%+11.2pp | 87.6%+9.5pp | 70.2%+26.8pp |
| Annual return | 23.81% | 24.84%-1.0pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,563 | $3,467+2.8% | $5,614-36.5% | $2,177+63.7% |
| Participant deferral / active EE | $6,751 | $5,384+25.4% | $7,298-7.5% | $3,514+92.1% |
| Admin fee / account holder | $184 | $596-69.2% | $10,843-98.3% | $847-78.3% |