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.
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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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $462,275 |
L. 363 R.E. CORP.5+ years Service code 50 · EIN 13-3645853 | Direct Payment | $16,167 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $16,067 |
Filed as: ARCHER, BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $8,924 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $7,000 |
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 | $68,765 | $66,051+4.1% | $92,893-26.0% | $77,787-11.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 13.70% | 20.69%-7.0pp | 109.41%-95.7pp | 32.57%-18.9pp |
| Employer contribution / active EE | $5,674 | $3,426+65.6% | $3,653+55.3% | $2,504+126.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $410 | $148+177.2% | $5,794-92.9% | $100+309.5% |