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 BARNEY5 years Filed as: MORGAN STANLEY Service code 14 | Plan Administrator | $61,572 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $39,766 |
SETAWAY LLC3 years Filed as: SETAWAY, LLC. Service code 14 · EIN 46-5055797 | Plan Administrator | $3,482 |
Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,290 | $42,353+44.7% | $79,550-23.0% | $64,808-5.4% |
| Participation rate | 90.8% | 64.8%+26.1pp | 69.5%+21.4pp | 71.5%+19.4pp |
| Annual return | -13.51% | -12.24%-1.3pp | 0.16%-13.7pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,665 | $1,181+125.7% | $2,413+10.4% | $2,506+6.3% |
| Participant deferral / active EE | $4,612 | $3,170+45.5% | $3,985+15.7% | $4,310+7.0% |
| Admin fee / account holder | $227 | $160+42.2% | $6,832-96.7% | $188+20.9% |