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 13-3689044 | Recordkeeping | $114,015 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 | Insurance Broker | $64,824 |
Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 · EIN 13-2896238 | Insurance Broker | $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 | $171,392 | $77,660+120.7% | $109,143+57.0% | $79,386+115.9% |
| Participation rate | 95.9% | 67.8%+28.1pp | 75.9%+20.1pp | 70.7%+25.2pp |
| Annual return | 14.23% | 23.44%-9.2pp | 25.75%-11.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $5,190 | $2,797+85.5% | $3,722+39.5% | $2,427+113.8% |
| Participant deferral / active EE | $11,127 | $3,518+216.3% | $4,653+139.1% | $4,046+175.0% |
| Admin fee / account holder | $708 | $732-3.4% | $6,752-89.5% | $626+13.0% |