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 BARNEY8+ years Filed as: MORGAN STANLEY SMITHBARNEY LLC Service code 63 | 12b-1 Fees | $41,723 |
Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $39,234 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $12,500 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,958 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02194 | Contract Administrator | $8,032 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,113 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,430 | $42,353+75.7% | $79,550-6.4% | $64,808+14.8% |
| Participation rate | 70.4% | 64.8%+5.6pp | 69.5%+0.9pp | 71.5%-1.1pp |
| Annual return | -16.38% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,157 | $1,181-2.0% | $2,413-52.0% | $2,506-53.8% |
| Participant deferral / active EE | $6,252 | $3,170+97.2% | $3,985+56.9% | $4,310+45.0% |
| Admin fee / account holder | $41 | $160-74.4% | $6,832-99.4% | $188-78.3% |