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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $147,579 |
RESEARCH FINANCIAL STRATEGIES4+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $11,665 |
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $3,786 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $600,929 | $49,177+1122.0% | $79,464+656.2% | $64,186+836.2% |
| Participation rate | 97.9% | 65.0%+32.9pp | 73.3%+24.6pp | 69.6%+28.3pp |
| Annual return | -3.43% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $36,422 | $2,076+1654.2% | $2,800+1200.6% | $2,381+1429.8% |
| Participant deferral / active EE | $5,155 | $2,821+82.7% | $3,704+39.2% | $3,470+48.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |