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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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $59,105 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,913 | $101,317+75.6% | $146,958+21.1% | $74,495+138.8% |
| Participation rate | 68.0% | 75.5%-7.5pp | 82.2%-14.2pp | 67.2%+0.8pp |
| Annual return | 14.69% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $990 | $3,810-74.0% | $4,933-79.9% | $2,623-62.2% |
| Participant deferral / active EE | $7,059 | $7,303-3.3% | $8,070-12.5% | $4,346+62.4% |
| Admin fee / account holder | $693 | $1,739-60.1% | $12,998-94.7% | $1,942-64.3% |