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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,000 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $42,000 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $30,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $712,125 | $100,227+610.5% | $169,993+318.9% | $74,419+856.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 23.75% | 66.08%-42.3pp | 53.37%-29.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $19,811 | $4,263+364.7% | $6,785+192.0% | $2,637+651.2% |
| Participant deferral / active EE | $12,760 | $7,143+78.6% | $10,408+22.6% | $4,528+181.8% |
| Admin fee / account holder | $249 | $234+6.1% | $12,815-98.1% | $348-28.5% |