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 BARNEY3 years Service code 27 1 NEW YORK PLAZA 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $39,207 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,465 |
RSM US LLP5+ years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $14,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,731 | $86,332+3.9% | $125,175-28.3% | $65,185+37.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 23.54% | 27.43%-3.9pp | 43.79%-20.3pp | 29.38%-5.8pp |
| Employer contribution / active EE | $4,480 | $2,040+119.6% | $3,865+15.9% | $2,177+105.8% |
| Participant deferral / active EE | $5,886 | $3,537+66.4% | $4,937+19.2% | $3,514+67.5% |
| Admin fee / account holder | $362 | $609-40.5% | $9,702-96.3% | $847-57.2% |