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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.
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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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $52,500 |
MATTHEW J. BERNIER CPA LLC3 years Filed as: MATTHEW J. BERNIER CPA, LLC Service code 10 · EIN 82-4748087 | Accounting | $7,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,379 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,714 | $106,028+6.3% | $146,958-23.3% | $77,643+45.2% |
| Participation rate | 92.9% | 78.4%+14.5pp | 82.2%+10.7pp | 70.6%+22.3pp |
| Annual return | 18.78% | 56.73%-38.0pp | 418.34%-399.6pp | 31.24%-12.5pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $10,976 | $7,990+37.4% | $8,070+36.0% | $4,647+136.2% |
| Admin fee / account holder | -$49 | $337-114.6% | $12,998-100.4% | $430-111.4% |