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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 | $78,684 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU/MORGAN STATNLEY SMITH BARNEY Service code 22 | Insurance Broker | $29,971 |
Service code 15 · EIN 58-1485803 | Recordkeeping | $11,754 |
MORGAN STANLEY SMITH BARNEY4 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.)
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 | $61,782 | $29,548+109.1% | $56,411+9.5% | $77,643-20.4% |
| Participation rate | 36.2% | 32.7%+3.5pp | 52.5%-16.3pp | 70.6%-34.4pp |
| Annual return | 12.25% | 19.01%-6.8pp | 1701.33%-1689.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,092 | $568+92.4% | $1,039+5.1% | $2,726-59.9% |
| Participant deferral / active EE | $2,126 | $1,061+100.4% | $1,952+8.9% | $4,647-54.3% |
| Admin fee / account holder | $403 | $1,046-61.5% | $2,829-85.8% | $430-6.4% |