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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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,526 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $40,605 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,854 | $84,784-1.1% | $98,439-14.8% | $74,419+12.7% |
| Participation rate | 78.3% | 81.5%-3.3pp | 75.2%+3.1pp | 70.7%+7.5pp |
| Annual return | 17.01% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $400 | $3,364-88.1% | $3,048-86.9% | $2,637-84.8% |
| Participant deferral / active EE | $3,699 | $5,218-29.1% | $4,738-21.9% | $4,528-18.3% |
| Admin fee / account holder | $148 | $204-27.5% | $8,948-98.3% | $348-57.4% |