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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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $14,804 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $13,975 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,862 | $55,214+6.6% | $104,607-43.7% | $73,488-19.9% |
| Participation rate | 38.0% | 67.8%-29.8pp | 74.1%-36.1pp | 70.7%-32.7pp |
| Annual return | 14.49% | 24.79%-10.3pp | 340.46%-326.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,792 | $2,925-38.7% | $3,740-52.1% | $3,740-52.1% |
| Admin fee / account holder | $205 | $424-51.5% | $6,473-96.8% | $513-60.0% |