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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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $63,124 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,971 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,227 |
Filed as: HILL FOGG, P.C. Service code 10 · EIN 63-0857231 2420 L AND N DRIVE SW · HUNTSVILLE, AL 35801 | Accounting | $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 | $106,402 | $119,446-10.9% | $150,045-29.1% | $85,563+24.4% |
| Participation rate | 93.4% | 75.4%+17.9pp | 82.3%+11.1pp | 66.0%+27.4pp |
| Annual return | 19.17% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.3pp |
| Employer contribution / active EE | $4,964 | $4,078+21.7% | $4,693+5.8% | $2,654+87.1% |
| Participant deferral / active EE | $9,247 | $7,985+15.8% | $7,997+15.6% | $4,375+111.3% |
| Admin fee / account holder | $310 | $548-43.3% | $13,435-97.7% | $834-62.8% |