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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,655 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $12,395 |
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 | $36,907 | $57,976-36.3% | $62,995-41.4% | $62,292-40.8% |
| Participation rate | 98.3% | 75.9%+22.4pp | 74.8%+23.5pp | 69.5%+28.8pp |
| Annual return | 22.86% | 17.54%+5.3pp | 87.57%-64.7pp | 28.90%-6.0pp |
| Employer contribution / active EE | $2,851 | $2,415+18.1% | $2,759+3.3% | $2,042+39.6% |
| Participant deferral / active EE | $3,046 | $2,956+3.1% | $3,329-8.5% | $3,169-3.9% |
| Admin fee / account holder | $159 | $276-42.4% | $3,600-95.6% | $479-66.9% |