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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $46,921 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,880 |
ADP BROKER-DEALER9+ 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 | $118,813 | $130,194-8.7% | $169,993-30.1% | $71,457+66.3% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | 17.78% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.1pp |
| Employer contribution / active EE | $5,112 | $4,381+16.7% | $6,785-24.7% | $2,588+97.6% |
| Participant deferral / active EE | $9,166 | $6,923+32.4% | $10,408-11.9% | $4,289+113.7% |
| Admin fee / account holder | $243 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |