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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $108,491 |
SAVASTA AND COMPANY, INC.7 years Filed as: SAVASTA & COMPANY, INC. Service code 14 · EIN 13-3879559 | Plan Administrator | $12,000 |
Filed as: MARRINAN AND MAZZOLA MARDON Service code 29 · EIN 13-3303633 | Legal | $5,295 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 44.0%-44.0pp |
| Annual return | 11.00% | 8.43%+2.6pp | 10.54%+0.5pp | 13.05%-2.0pp |
| Employer contribution / active EE | $27,234 | $31,386-13.2% | $26,782+1.7% | $37,639-27.6% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |