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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC (MS Service code 22 | Insurance Broker | $28,609 |
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $15,990 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $1,330 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,729 | $72,770-28.9% | $67,652-23.5% | $55,191-6.3% |
| Participation rate | 83.1% | 78.8%+4.4pp | 75.7%+7.5pp | 69.2%+14.0pp |
| Annual return | 53.66% | -3.26%+56.9pp | 6625.04%-6571.4pp | 10.78%+42.9pp |
| Employer contribution / active EE | $2,468 | $1,769+39.5% | $2,266+9.0% | $1,899+30.0% |
| Participant deferral / active EE | $5,058 | $3,408+48.4% | $3,560+42.1% | $3,046+66.0% |
| Admin fee / account holder | $341 | $79+332.3% | $4,821-92.9% | $91+275.3% |