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 Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $6,745 |
RESEARCH FINANCIAL STRATEGIES2 years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $2,584 |
CHARLES SCHWAB & CO., INC.3+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,814 | $53,127+332.6% | $86,590+165.4% | $70,131+227.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.56% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $23,442 | $2,068+1033.5% | $2,839+725.6% | $2,342+900.8% |
| Participant deferral / active EE | $4,697 | $2,696+74.2% | $3,609+30.1% | $3,332+41.0% |
| Admin fee / account holder | $61,092 | $3,585+1603.9% | $4,906+1145.3% | $4,645+1215.1% |