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 Service code 12 34901 WOODWARD AVE · BIRMINGHAM, MI 480090923 | Direct payment from the plan; Claims ... | $28,511 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,257 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,943 | $60,488+9.0% | $109,895-40.0% | $79,386-16.9% |
| Participation rate | 98.1% | 67.0%+31.1pp | 74.2%+23.9pp | 70.7%+27.4pp |
| Annual return | 11.04% | 189.57%-178.5pp | 29.45%-18.4pp | 116.85%-105.8pp |
| Employer contribution / active EE | $1,851 | $1,649+12.2% | $2,842-34.9% | $2,427-23.8% |
| Participant deferral / active EE | $3,457 | $3,220+7.3% | $4,048-14.6% | $4,046-14.6% |
| Admin fee / account holder | $298 | $605-50.7% | $6,066-95.1% | $626-52.4% |