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 Service code 15 · EIN 20-8764829 | Recordkeeping | $107,530 |
RESEARCH FINANCIAL STRATEGIES6+ years Service code 27 · EIN 27-1964375 | Advisory (Plan) | $1,758 |
CHARLES SCHWAB & CO., INC.6+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $952 |
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 | $717,558 | $66,124+985.2% | $90,404+693.7% | $73,488+876.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 22.58% | 17.65%+4.9pp | 1293.02%-1270.4pp | 28.51%-5.9pp |
| Employer contribution / active EE | $35,845 | $2,346+1427.7% | $3,262+998.9% | $2,270+1479.0% |
| Participant deferral / active EE | $4,436 | $3,039+46.0% | $3,963+11.9% | $3,740+18.6% |
| Admin fee / account holder | $29 | $396-92.7% | $5,611-99.5% | $513-94.4% |