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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $63,633 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,085 |
KLICHS LLP7 years Service code 15 · EIN 46-2608003 | Recordkeeping | $20,000 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,633 | $88,083+79.0% | $164,813-4.4% | $74,495+111.6% |
| Participation rate | 96.3% | 73.0%+23.2pp | 78.6%+17.7pp | 67.2%+29.1pp |
| Annual return | 18.37% | 17.26%+1.1pp | 69.93%-51.6pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $12,995 | $2,593+401.2% | $4,341+199.4% | $2,623+395.4% |
| Participant deferral / active EE | $8,952 | $4,498+99.0% | $6,031+48.4% | $4,346+106.0% |
| Admin fee / account holder | $315 | $2,234-85.9% | $12,690-97.5% | $1,942-83.8% |