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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $50,451 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,184 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,377 | $102,553-2.1% | $151,611-33.8% | $66,914+50.0% |
| Participation rate | 97.0% | 85.5%+11.5pp | 87.5%+9.5pp | 69.8%+27.2pp |
| Annual return | -15.63% | -10.82%-4.8pp | 3.33%-19.0pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,822 | $4,180+15.3% | $6,166-21.8% | $2,544+89.5% |
| Participant deferral / active EE | $8,884 | $6,641+33.8% | $8,363+6.2% | $4,237+109.7% |
| Admin fee / account holder | $244 | $630-61.3% | $11,616-97.9% | $593-58.9% |