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 BARNEY6+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $32,864 |
Service code 49 · EIN 04-1590850 | Other Services | $3,114 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARIEL INVESTMENTS, LLC4 years Filed as: ARIEL INVESTMENTS Service code 52 · EIN 20-5784407 | Indirect Investment Fees | $0 |
BARON4 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $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 | $49,011 | $56,485-13.2% | $185,823-73.6% | $86,799-43.5% |
| Participation rate | 96.0% | 65.5%+30.5pp | 81.7%+14.3pp | 72.3%+23.7pp |
| Annual return | 25.56% | 118.04%-92.5pp | 122.05%-96.5pp | 97.91%-72.3pp |
| Employer contribution / active EE | $1,916 | $1,843+4.0% | $5,167-62.9% | $2,405-20.4% |
| Participant deferral / active EE | $2,263 | $2,553-11.3% | $5,568-59.3% | $4,131-45.2% |
| Admin fee / account holder | $10 | $150-93.5% | $16,237-99.9% | $170-94.3% |