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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $48,051 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $20,679 |
WIPFLI LLP5 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,706 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,242 | $93,182+55.9% | $146,665-1.0% | $79,386+83.0% |
| Participation rate | 42.4% | 76.4%-34.0pp | 80.1%-37.6pp | 70.7%-28.3pp |
| Annual return | 0.95% | 21.61%-20.7pp | 22.74%-21.8pp | 116.85%-115.9pp |
| Employer contribution / active EE | $272 | $2,420-88.8% | $4,136-93.4% | $2,427-88.8% |
| Participant deferral / active EE | $2,806 | $4,169-32.7% | $5,506-49.0% | $4,046-30.6% |
| Admin fee / account holder | $1,178 | $585+101.3% | $10,280-88.5% | $626+88.0% |