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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $289,587 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY DOMESTIC HLDNGS Service code 49 · EIN 20-8764829 | Other Services | $45,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $17,850 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 | Advisory (Plan) | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,816 | $57,610+12.5% | $154,803-58.1% | $102,872-37.0% |
| Participation rate | 91.1% | 59.5%+31.6pp | 78.1%+13.0pp | 73.0%+18.1pp |
| Annual return | 15.40% | 30.49%-15.1pp | 58.88%-43.5pp | 19.06%-3.7pp |
| Employer contribution / active EE | $2,738 | $1,883+45.4% | $4,305-36.4% | $3,526-22.3% |
| Participant deferral / active EE | $4,227 | $2,914+45.1% | $5,540-23.7% | $5,535-23.6% |
| Admin fee / account holder | $122 | $368-67.0% | $14,329-99.2% | $292-58.4% |