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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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 1300 THAMES ST · BALTIMORE, MD 21231 | Securities Custodian | $67,218 |
ASCENSUS LLC11+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $53,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,380 | $96,484+28.9% | $156,263-20.4% | $74,304+67.4% |
| Participation rate | 66.0% | 67.7%-1.7pp | 78.9%-12.9pp | 60.3%+5.6pp |
| Annual return | 16.02% | 17.73%-1.7pp | 59.47%-43.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $354 | $2,528-86.0% | $4,333-91.8% | $2,241-84.2% |
| Participant deferral / active EE | $2,800 | $4,286-34.7% | $6,158-54.5% | $3,767-25.7% |
| Admin fee / account holder | $633 | $3,728-83.0% | $14,255-95.6% | $2,969-78.7% |