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 9-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 15 · EIN 71-0294708 | Recordkeeping | $68,640 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 | Other Fees | $32,793 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,558 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $5,358 |
Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,708 | $129,021-88.6% | $184,203-92.0% | $77,643-81.1% |
| Participation rate | 96.4% | 87.3%+9.1pp | 86.8%+9.6pp | 70.6%+25.9pp |
| Annual return | 24.00% | 33.27%-9.3pp | 28.81%-4.8pp | 31.24%-7.2pp |
| Employer contribution / active EE | $2,417 | $4,413-45.2% | $6,427-62.4% | $2,726-11.3% |
| Participant deferral / active EE | $3,625 | $7,297-50.3% | $9,131-60.3% | $4,647-22.0% |
| Admin fee / account holder | $75 | $254-70.4% | $13,901-99.5% | $430-82.5% |