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 | $29,521 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,291 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,460 | $82,093-95.8% | $379,746-99.1% | $73,409-95.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 78.4%+21.6pp | 72.2%+27.8pp |
| Annual return | 14.25% | 18.89%-4.6pp | 34.90%-20.7pp | 59.29%-45.0pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,930 | $4,697-58.9% | $6,024-68.0% | $3,805-49.3% |
| Admin fee / account holder | $18 | $128-85.8% | $7,927-99.8% | $158-88.6% |