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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 | Other Commissions | $91,066 |
Service code 10 100 LEDGEWOOD PL STE 304 · ROCKLAND, MA 02370 | Accounting | $14,000 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 | Contract Administrator | $11,631 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,910 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $110,055 | $56,767+93.9% | $101,794+8.1% | $85,563+28.6% |
| Participation rate | 65.9% | 57.6%+8.4pp | 69.2%-3.2pp | 66.0%0pp |
| Annual return | 16.01% | 17.76%-1.8pp | 30.53%-14.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $972 | $1,112-12.6% | $2,289-57.5% | $2,654-63.4% |
| Participant deferral / active EE | $6,002 | $2,720+120.7% | $4,084+47.0% | $4,375+37.2% |
| Admin fee / account holder | $66 | $1,098-94.0% | $8,777-99.2% | $834-92.1% |