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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $541,860 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $15,450 |
L. 363 R.E. CORP.8+ years Service code 50 · EIN 13-3645853 | Direct Payment | $14,265 |
Filed as: ARCHER BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $8,203 |
Filed as: BERARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $7,000 |
MILLIMAN, INC.6 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $5,873 |
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 | $74,993 | $76,774-2.3% | $112,228-33.2% | $77,904-3.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -11.93% | -10.25%-1.7pp | 27.45%-39.4pp | 12.21%-24.1pp |
| Employer contribution / active EE | $7,487 | $3,977+88.3% | $3,635+106.0% | $2,848+162.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $463 | $239+93.8% | $6,410-92.8% | $133+249.4% |