Filed April 30, 2025
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 26 · EIN 20-8764829 | Advisory (Participants) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,596 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 16 · EIN 31-1299207 | Consulting | $11,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,596 | $98,727+47.5% | $113,168+28.7% | $85,563+70.2% |
| Participation rate | 99.9% | 80.8%+19.0pp | 76.6%+23.3pp | 66.0%+33.9pp |
| Annual return | 16.82% | 17.43%-0.6pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $4,523 | $2,907+55.6% | $2,975+52.0% | $2,654+70.5% |
| Participant deferral / active EE | $8,304 | $5,424+53.1% | $5,107+62.6% | $4,375+89.8% |
| Admin fee / account holder | $157 | $357-56.1% | $12,068-98.7% | $834-81.2% |