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.
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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 CAPITAL PRODUCTS LLC Service code 26 · EIN 20-8764827 | Advisory (Participants) | $69,347 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $20,132 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,747 |
Service code 60 | Sub-TA Fees | $0 |
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 | $126,741 | $132,049-4.0% | $200,582-36.8% | $74,304+70.6% |
| Participation rate | 98.4% | 84.1%+14.4pp | 86.9%+11.5pp | 60.3%+38.1pp |
| Annual return | 15.71% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,283 | $4,558-49.9% | $6,419-64.4% | $2,241+1.8% |
| Participant deferral / active EE | $7,210 | $7,2130% | $9,331-22.7% | $3,767+91.4% |
| Admin fee / account holder | $420 | $2,405-82.5% | $16,305-97.4% | $2,969-85.8% |