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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $21,309 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,328 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,158 | $91,552+46.5% | $133,956+0.2% | $79,858+68.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 28.89% | 61.85%-33.0pp | 45.09%-16.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $5,119 | $2,384+114.8% | $3,919+30.6% | $2,471+107.2% |
| Participant deferral / active EE | $11,704 | $3,733+213.5% | $5,048+131.9% | $3,740+212.9% |
| Admin fee / account holder | $294 | $6,321-95.3% | $8,927-96.7% | $5,306-94.5% |