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 20-8764829 | Advisory (Plan) | $18,060 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,229 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,668 | $49,915-30.5% | $154,803-77.6% | $74,304-53.3% |
| Participation rate | 74.5% | 54.0%+20.5pp | 78.1%-3.6pp | 60.3%+14.1pp |
| Annual return | 16.03% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $534 | $1,611-66.9% | $4,305-87.6% | $2,241-76.2% |
| Participant deferral / active EE | $2,545 | $2,255+12.9% | $5,540-54.1% | $3,767-32.4% |
| Admin fee / account holder | $225 | $2,189-89.7% | $14,329-98.4% | $2,969-92.4% |