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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 |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 P.O. BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $32,532 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGNT Service code 28 · EIN 04-3196694 | Investment Management | $26,990 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO FUNDS MANAGEMENT LLC Service code 28 · EIN 13-3775163 | Investment Management | $22,186 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: ROCKEFELLER GROUP AT MORGAN STANLEY Service code 28 · EIN 13-3765789 | Investment Management | $9,968 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,531 | $61,272+49.4% | $149,673-38.8% | $71,457+28.1% |
| Participation rate | 81.5% | 62.5%+19.0pp | 78.8%+2.7pp | 67.9%+13.6pp |
| Annual return | 13.82% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $6,254 | $2,378+162.9% | $4,818+29.8% | $2,588+141.7% |
| Participant deferral / active EE | $3,372 | $2,917+15.6% | $5,680-40.6% | $4,289-21.4% |
| Admin fee / account holder | $381 | $1,261-69.8% | $13,210-97.1% | $1,587-76.0% |