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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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $33,731 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $4,680 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,816 | $86,225+29.7% | $146,665-23.8% | $86,799+28.8% |
| Participation rate | 68.9% | 78.0%-9.1pp | 80.1%-11.2pp | 72.3%-3.4pp |
| Annual return | 16.88% | 31.23%-14.3pp | 22.74%-5.9pp | 97.91%-81.0pp |
| Employer contribution / active EE | $344 | $2,392-85.6% | $4,136-91.7% | $2,405-85.7% |
| Participant deferral / active EE | $2,777 | $4,245-34.6% | $5,506-49.6% | $4,131-32.8% |
| Admin fee / account holder | $593 | $195+203.7% | $10,280-94.2% | $170+249.8% |