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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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,381 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,989 |
MAHONEY SABOL1 year Filed as: MAHONEY SABOL AND COMPANY Service code 10 · EIN 06-1289571 | Accounting | $15,695 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,213 | $91,407+206.6% | $135,903+106.2% | $71,457+292.1% |
| Participation rate | 95.3% | 75.7%+19.6pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 18.69% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $9,907 | $3,703+167.5% | $4,856+104.0% | $2,588+282.9% |
| Participant deferral / active EE | $14,262 | $7,092+101.1% | $7,758+83.8% | $4,289+232.5% |
| Admin fee / account holder | $590 | $1,266-53.4% | $10,762-94.5% | $1,587-62.8% |