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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $785,910 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $290,795 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $128,982 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $67,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,348 | $36,953+66.0% | $80,569-23.9% | $96,393-36.4% |
| Participation rate | 54.0% | 33.6%+20.4pp | 67.0%-13.0pp | 71.3%-17.3pp |
| Annual return | 19.27% | 36.74%-17.5pp | 935.43%-916.2pp | 22.88%-3.6pp |
| Employer contribution / active EE | $2,047 | $774+164.5% | $2,723-24.8% | $3,238-36.8% |
| Participant deferral / active EE | $3,061 | $1,941+57.7% | $4,447-31.2% | $5,455-43.9% |
| Admin fee / account holder | $88 | $115-23.4% | $5,377-98.4% | $74+19.2% |