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 BARNEY6 years Service code 15 · EIN 20-8764829 | Recordkeeping | $134,047 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,986 |
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 | $128,390 | $88,634+44.9% | $101,326+26.7% | $74,304+72.8% |
| Participation rate | 97.2% | 76.9%+20.4pp | 81.5%+15.8pp | 60.3%+36.9pp |
| Annual return | 17.57% | 33.10%-15.5pp | 36.82%-19.3pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,863 | $2,930-2.3% | $3,665-21.9% | $2,241+27.7% |
| Participant deferral / active EE | $9,489 | $7,322+29.6% | $7,994+18.7% | $3,767+151.9% |
| Admin fee / account holder | $411 | $2,425-83.1% | $11,185-96.3% | $2,969-86.2% |