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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $39,871 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,345 |
ADP BROKER-DEALER6+ 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 | $105,876 | $136,307-22.3% | $177,821-40.5% | $73,488+44.1% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.7%+7.5pp | 70.7%+24.6pp |
| Annual return | 20.61% | 18.68%+1.9pp | 48.32%-27.7pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,916 | $3,712+5.5% | $5,918-33.8% | $2,270+72.5% |
| Participant deferral / active EE | $7,370 | $5,829+26.4% | $7,714-4.5% | $3,740+97.1% |
| Admin fee / account holder | $193 | $596-67.6% | $12,427-98.4% | $513-62.3% |