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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 10 · EIN 26-4310632 | Accounting | $0 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,096 | $56,767+55.2% | $101,794-13.5% | $85,563+3.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 19.15% | 17.76%+1.4pp | 30.53%-11.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $3,720 | $1,112+234.5% | $2,289+62.5% | $2,654+40.2% |
| Participant deferral / active EE | $5,430 | $2,720+99.6% | $4,084+32.9% | $4,375+24.1% |
| Admin fee / account holder | $356 | $1,098-67.6% | $8,777-95.9% | $834-57.3% |