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 9-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.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $85,939 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $72,535 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,646 | $69,231+85.8% | $91,989+39.8% | $67,579+90.4% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.1pp |
| Annual return | 22.69% | 32.03%-9.3pp | 69.02%-46.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,971 | $2,284+30.1% | $3,452-13.9% | $2,148+38.3% |
| Participant deferral / active EE | $7,697 | $5,854+31.5% | $5,923+30.0% | $3,539+117.5% |
| Admin fee / account holder | $141 | $107+31.1% | $7,743-98.2% | $142-1.0% |