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 6-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 Service code 27 · EIN 20-8764829 | Advisory (Plan) | $29,641 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,870 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 | Accounting | $16,612 |
Filed as: FIDELITY INVESTMENTS INSTITUTIOANL Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,441 | $62,544+194.9% | $129,207+42.7% | $199,593-7.6% |
| Participation rate | 26.1% | 56.8%-30.6pp | 69.6%-43.5pp | 72.0%-45.8pp |
| Annual return | 20.64% | 16.95%+3.7pp | 9417.33%-9396.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $831 | $2,394-65.3% | $4,153-80.0% | $3,034-72.6% |
| Participant deferral / active EE | $1,860 | $3,123-40.5% | $4,168-55.4% | $5,087-63.4% |
| Admin fee / account holder | -$5 | $167-103.0% | $7,715-100.1% | $269-101.8% |