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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.
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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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $44,744 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,454 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $30,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,320 | $89,248+169.3% | $136,007+76.7% | $74,495+222.6% |
| Participation rate | 89.6% | 69.4%+20.1pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 13.59% | 22.76%-9.2pp | 579.32%-565.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $8,563 | $2,838+201.8% | $4,217+103.1% | $2,623+226.5% |
| Participant deferral / active EE | $11,273 | $4,598+145.2% | $7,025+60.5% | $4,346+159.4% |
| Admin fee / account holder | $760 | $1,545-50.8% | $6,858-88.9% | $1,942-60.9% |