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 | $22,651 |
EISNERAMPER LLP2+ years Filed as: EISNER AMPER LLP Service code 15 · EIN 13-1639826 | Recordkeeping | $16,795 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,050 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $94,255 | $60,165+56.7% | $74,183+27.1% | $55,167+70.9% |
| Participation rate | 71.3% | 74.2%-2.9pp | 76.6%-5.3pp | 69.0%+2.3pp |
| Annual return | 5.17% | 10.00%-4.8pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,159 | $2,973+73.5% | $3,550+45.3% | $3,054+68.9% |
| Admin fee / account holder | $405 | $419-3.4% | $5,586-92.8% | $504-19.6% |