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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,365 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $40,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $16,189 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,005 | $89,282+14.2% | $94,646+7.8% | $74,419+37.1% |
| Participation rate | 99.1% | 82.4%+16.6pp | 80.8%+18.2pp | 70.7%+28.3pp |
| Annual return | 16.42% | 25.96%-9.5pp | 156.71%-140.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $3,957 | $3,022+30.9% | $3,672+7.8% | $2,637+50.1% |
| Participant deferral / active EE | $9,914 | $8,425+17.7% | $7,418+33.6% | $4,528+118.9% |
| Admin fee / account holder | $142 | $219-34.9% | $7,231-98.0% | $348-59.1% |