See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $22,999 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $20,281 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,035 |
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 | $71,568 | $66,813+7.1% | $100,516-28.8% | $73,488-2.6% |
| Participation rate | 97.2% | 77.5%+19.7pp | 79.4%+17.8pp | 70.7%+26.5pp |
| Annual return | 17.63% | 25.70%-8.1pp | 30.89%-13.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $3,488 | $2,147+62.5% | $3,418+2.1% | $2,270+53.7% |
| Participant deferral / active EE | $9,756 | $5,883+65.8% | $6,270+55.6% | $3,740+160.9% |
| Admin fee / account holder | $150 | $512-70.7% | $8,081-98.1% | $513-70.8% |