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 Service code 15 · EIN 20-8764829 | Recordkeeping | $53,473 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,611 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,684 | $122,239+15.1% | $184,203-23.6% | $74,495+88.9% |
| Participation rate | 96.3% | 85.5%+10.9pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 14.99% | 19.95%-5.0pp | 28.81%-13.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $5,009 | $4,537+10.4% | $6,427-22.1% | $2,623+90.9% |
| Participant deferral / active EE | $9,878 | $7,139+38.4% | $9,131+8.2% | $4,346+127.3% |
| Admin fee / account holder | $292 | $1,260-76.8% | $13,901-97.9% | $1,942-85.0% |