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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $478,176 |
L. 363 R.E. CORP.6+ years Service code 50 · EIN 13-3645853 | Direct Payment | $16,167 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $15,450 |
Filed as: ARCHER, BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $7,540 |
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 | $76,367 | $81,719-6.5% | $101,248-24.6% | $90,288-15.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 10.95% | 337.64%-326.7pp | 46.47%-35.5pp | 53.97%-43.0pp |
| Employer contribution / active EE | $5,444 | $3,622+50.3% | $3,660+48.8% | $2,524+115.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $405 | $162+150.2% | $5,945-93.2% | $114+255.2% |