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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,145 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $64,293 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,842 | $92,055-3.5% | $106,213-16.4% | $77,643+14.4% |
| Participation rate | 76.8% | 81.0%-4.2pp | 75.3%+1.5pp | 70.6%+6.2pp |
| Annual return | 13.16% | 17.91%-4.7pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,194 | $3,367-64.5% | $3,171-62.4% | $2,726-56.2% |
| Participant deferral / active EE | $3,652 | $5,386-32.2% | $5,016-27.2% | $4,647-21.4% |
| Admin fee / account holder | $160 | $219-26.9% | $11,033-98.5% | $430-62.8% |