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 BARNEY4 years Filed as: MORGAN STANLEY Service code 13 · EIN 26-4310632 | Contract Administrator | $21,953 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,255 |
PENSION ASSURANCE LLP1 year Service code 13 20335 VENTURA BLVD · WOODLAND HILLS, CA 91364 | Contract Administrator | $5,220 |
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 | $55,157 | $56,152-1.8% | $185,823-70.3% | $73,409-24.9% |
| Participation rate | 43.0% | 67.6%-24.5pp | 78.0%-35.0pp | 72.2%-29.2pp |
| Annual return | 13.64% | 17.59%-3.9pp | 35.95%-22.3pp | 59.29%-45.6pp |
| Employer contribution / active EE | $661 | $1,532-56.9% | $4,087-83.8% | $2,234-70.4% |
| Participant deferral / active EE | $1,890 | $3,659-48.4% | $5,632-66.4% | $3,805-50.3% |
| Admin fee / account holder | $295 | $132+123.4% | $9,500-96.9% | $158+86.8% |