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 |
|---|---|---|
Filed as: MORGAN STANLEY & CO INC Service code 99 · EIN 82-0347110 | Other Fees | $60,511 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $16,065 |
PINNACLE PENSION SERVICES5 years Service code 49 · EIN 82-0433443 3101 W MAIN ST · BOISE, ID 83702 | Other Services | $13,373 |
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 | $174,948 | $71,964+143.1% | $167,512+4.4% | $85,563+104.5% |
| Participation rate | 75.7% | 61.0%+14.7pp | 77.1%-1.4pp | 66.0%+9.7pp |
| Annual return | 15.35% | 18.83%-3.5pp | 1615.79%-1600.4pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,295 | $1,875+75.8% | $3,882-15.1% | $2,654+24.2% |
| Participant deferral / active EE | $5,697 | $4,110+38.6% | $6,405-11.0% | $4,375+30.2% |
| Admin fee / account holder | $548 | $815-32.7% | $9,769-94.4% | $834-34.3% |