See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310844 | Advisory (Plan) | $72,052 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $10,025 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 19 · EIN 26-4310844 | Securities Custodian | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,077 | $80,360-56.3% | $90,160-61.1% | $77,958-55.0% |
| Participation rate | 78.5% | 81.9%-3.4pp | 76.9%+1.6pp | 71.6%+6.8pp |
| Annual return | 22.31% | 24.56%-2.2pp | 34.88%-12.6pp | 20.87%+1.4pp |
| Employer contribution / active EE | $2,372 | $2,326+2.0% | $3,318-28.5% | $2,310+2.7% |
| Participant deferral / active EE | $4,862 | $5,829-16.6% | $5,288-8.1% | $3,537+37.5% |
| Admin fee / account holder | $14 | $64-78.1% | $5,943-99.8% | $97-85.7% |