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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $75,878 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,475 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 10 · EIN 26-4310632 | Accounting | $39,998 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4370632 | Advisory (Plan) | $23,534 |
CITRIN COOPERMAN3 years Service code 10 · EIN 22-2428965 | Accounting | $13,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $3,323 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,116 | $62,132+209.2% | $185,823+3.4% | $73,488+161.4% |
| Participation rate | 99.4% | 67.8%+31.6pp | 78.0%+21.4pp | 70.7%+28.8pp |
| Annual return | 15.27% | 20.44%-5.2pp | 35.95%-20.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $4,265 | $1,681+153.7% | $4,087+4.3% | $2,270+87.9% |
| Participant deferral / active EE | $12,073 | $3,711+225.3% | $5,632+114.4% | $3,740+222.8% |
| Admin fee / account holder | $682 | $419+62.8% | $9,500-92.8% | $513+32.9% |