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 Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $45,549 |
Filed as: EMPOWER LIFE AND ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $17,884 |
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $17,035 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,130 | $79,013-4.9% | $100,391-25.2% | $74,495+0.9% |
| Participation rate | 83.8% | 79.5%+4.4pp | 81.5%+2.4pp | 67.2%+16.6pp |
| Annual return | 18.37% | 20.41%-2.0pp | 49.20%-30.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,906 | $3,021-36.9% | $3,942-51.6% | $2,623-27.3% |
| Participant deferral / active EE | $9,952 | $7,760+28.2% | $8,082+23.1% | $4,346+129.0% |
| Admin fee / account holder | $415 | $1,320-68.6% | $7,899-94.7% | $1,942-78.6% |