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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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,920 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU/MORGAN STATNLEY SMITH BARNEY Service code 22 | Insurance Broker | $24,045 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $6,655 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,755 | $26,114+105.9% | $58,482-8.1% | $74,419-27.8% |
| Participation rate | 40.4% | 32.1%+8.3pp | 50.9%-10.4pp | 70.7%-30.3pp |
| Annual return | 16.37% | 32.51%-16.1pp | 4239.32%-4223.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,069 | $536+99.6% | $1,053+1.5% | $2,637-59.5% |
| Participant deferral / active EE | $2,114 | $1,075+96.7% | $1,924+9.9% | $4,528-53.3% |
| Admin fee / account holder | $330 | $649-49.2% | $2,516-86.9% | $348-5.2% |