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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.
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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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,770 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,503 |
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 | $48,212 | $55,002-12.3% | $59,878-19.5% | $56,287-14.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 11.01% | 1.13%+9.9pp | 3.46%+7.5pp | -9.96%+21.0pp |
| Employer contribution / active EE | $3,423 | $2,448+39.8% | $2,722+25.8% | $2,111+62.1% |
| Participant deferral / active EE | $4,068 | $3,121+30.3% | $3,402+19.6% | $3,350+21.4% |
| Admin fee / account holder | $211 | $236-10.4% | $3,590-94.1% | $521-59.4% |