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 BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 99 · EIN 11-3658445 | Other Fees | $34,257 |
ASCENSUS LLC11+ years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 49 · EIN 31-1560462 | Other Services | $14,723 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,050 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,805 | $98,727-46.5% | $113,168-53.3% | $85,563-38.3% |
| Participation rate | 90.4% | 80.8%+9.6pp | 76.6%+13.9pp | 66.0%+24.5pp |
| Annual return | 15.79% | 17.43%-1.6pp | 24.27%-8.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,039 | $2,907-29.9% | $2,975-31.5% | $2,654-23.2% |
| Participant deferral / active EE | $2,858 | $5,424-47.3% | $5,107-44.0% | $4,375-34.7% |
| Admin fee / account holder | $119 | $357-66.5% | $12,068-99.0% | $834-85.7% |