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 | $130,752 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 · EIN 13-2896238 | Insurance Broker | $77,034 |
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 | $209,718 | $86,944+141.2% | $107,525+95.0% | $74,304+182.2% |
| Participation rate | 99.2% | 59.6%+39.6pp | 75.1%+24.1pp | 60.3%+38.8pp |
| Annual return | 18.15% | 23.52%-5.4pp | 181.32%-163.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,183 | $2,757-20.8% | $3,754-41.8% | $2,241-2.6% |
| Participant deferral / active EE | $10,221 | $3,554+187.6% | $5,116+99.8% | $3,767+171.3% |
| Admin fee / account holder | $817 | $3,727-78.1% | $8,919-90.8% | $2,969-72.5% |