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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $91,403 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,199 |
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 | $76,342 | $58,320+30.9% | $86,436-11.7% | $66,914+14.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -16.85% | -9.71%-7.1pp | 4394.89%-4411.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,110 | $2,615-19.3% | $3,769-44.0% | $2,544-17.1% |
| Participant deferral / active EE | $6,158 | $6,899-10.7% | $6,952-11.4% | $4,237+45.4% |
| Admin fee / account holder | $339 | $546-37.8% | $6,731-95.0% | $593-42.8% |