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 BARNEY7 years Filed as: MORGAN STANLEY Service code 28 · EIN 04-3196694 | Investment Management | $32,571 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUND MANAGEMENT LLC Service code 28 · EIN 13-3775163 | Investment Management | $27,283 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 | Recordkeeping | $21,981 |
Filed as: JOHN HANCOCK USA Service code 15 | Recordkeeping | $18,856 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: ROCKEFELLER GROUP AT MORGAN STANLEY Service code 28 · EIN 13-3765789 | Investment Management | $13,379 |
Filed as: CHARLES SCHWABB Service code 28 | Investment Management | $6,793 |
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 | $85,817 | $55,415+54.9% | $155,509-44.8% | $74,495+15.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.08% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,229 | $2,267+174.7% | $4,672+33.3% | $2,623+137.5% |
| Participant deferral / active EE | $3,344 | $2,836+17.9% | $5,626-40.6% | $4,346-23.0% |
| Admin fee / account holder | $403 | $1,738-76.8% | $15,912-97.5% | $1,942-79.3% |