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 | $111,080 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 · EIN 13-2896238 | Insurance Broker | $62,079 |
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 | $170,890 | $76,670+122.9% | $96,683+76.8% | $71,457+139.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.61% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,166 | $3,031+4.4% | $3,737-15.3% | $2,588+22.4% |
| Participant deferral / active EE | $13,391 | $3,771+255.1% | $4,878+174.5% | $4,289+212.2% |
| Admin fee / account holder | $712 | $2,028-64.9% | $6,730-89.4% | $1,587-55.1% |