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 7-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 37 · EIN 04-2647786 | Loan Processing | $24,360 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $22,048 |
K A L L ACCOUNTANCY4 years Filed as: K A L L ACCOUNTANCY CORP Service code 10 · EIN 83-2920367 | Accounting | $7,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,047 | $65,435+11.6% | $86,677-15.7% | $66,914+9.2% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | -14.76% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,506 | $2,153-30.1% | $2,836-46.9% | $2,544-40.8% |
| Participant deferral / active EE | $5,521 | $4,100+34.6% | $4,656+18.6% | $4,237+30.3% |
| Admin fee / account holder | $403 | $642-37.2% | $7,493-94.6% | $593-32.1% |