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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $88,969 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $73,077 |
BRADLEY FOSTER & SARGENT INC3 years Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 | Legal | $25,448 |
MAULDIN & JENKINS5 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $15,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $135,801 | $56,638+139.8% | $169,368-19.8% | $74,419+82.5% |
| Participation rate | 94.7% | 67.5%+27.2pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 17.87% | 24.75%-6.9pp | 405.60%-387.7pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,042 | $2,027+0.8% | $4,013-49.1% | $2,637-22.6% |
| Participant deferral / active EE | $6,961 | $4,223+64.8% | $6,221+11.9% | $4,528+53.7% |
| Admin fee / account holder | $363 | $307+18.4% | $9,003-96.0% | $348+4.3% |