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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $52,911 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,817 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $15,250 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $10,634 |
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 | $191,339 | $130,194+47.0% | $169,993+12.6% | $71,457+167.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 17.30% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,663 | $4,381+6.4% | $6,785-31.3% | $2,588+80.2% |
| Participant deferral / active EE | $9,338 | $6,923+34.9% | $10,408-10.3% | $4,289+117.7% |
| Admin fee / account holder | $370 | $966-61.7% | $12,815-97.1% | $1,587-76.7% |