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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,212 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,585 | $48,230+164.5% | $67,502+89.0% | $80,856+57.8% |
| Participation rate | 94.8% | 66.4%+28.4pp | 72.9%+21.9pp | 67.6%+27.2pp |
| Annual return | 11.88% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,753 | $2,020+184.8% | $2,731+110.7% | $2,755+108.8% |
| Participant deferral / active EE | $5,698 | $2,924+94.9% | $4,000+42.5% | $4,296+32.6% |
| Admin fee / account holder | $278 | $3,681-92.4% | $3,998-93.0% | $6,918-96.0% |