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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,271 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $6,815 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,693 | $79,428-72.7% | $106,548-79.6% | $79,386-72.7% |
| Participation rate | 91.5% | 74.1%+17.4pp | 76.1%+15.4pp | 70.7%+20.8pp |
| Annual return | 14.25% | 18.27%-4.0pp | 26.80%-12.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,038 | $2,234-53.5% | $2,819-63.2% | $2,427-57.2% |
| Participant deferral / active EE | $3,609 | $3,823-5.6% | $4,398-17.9% | $4,046-10.8% |
| Admin fee / account holder | $147 | $523-71.8% | $7,407-98.0% | $626-76.5% |