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 13 · EIN 42-0127290 | Contract Administrator | $27,671 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SERVICES, INC. Service code 49 | Other Services | $1,130 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $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 | $31,635 | $58,879-46.3% | $178,490-82.3% | $73,488-57.0% |
| Participation rate | 71.0% | 66.2%+4.8pp | 81.9%-10.9pp | 70.7%+0.3pp |
| Annual return | 15.19% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $919 | $2,236-58.9% | $5,011-81.7% | $2,270-59.5% |
| Participant deferral / active EE | $2,374 | $2,567-7.5% | $5,202-54.4% | $3,740-36.5% |
| Admin fee / account holder | $314 | $400-21.4% | $13,984-97.8% | $513-38.7% |