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 | $110,254 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $53,381 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,063 | $101,317-36.8% | $146,958-56.4% | $74,495-14.0% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 13.20% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $990 | $3,810-74.0% | $4,933-79.9% | $2,623-62.3% |
| Participant deferral / active EE | $8,551 | $7,303+17.1% | $8,070+6.0% | $4,346+96.8% |
| Admin fee / account holder | $305 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |