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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,851 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 9665 WILSHIRE BLVD., SUITE 600 · BEVERLY HILLS, CA 90212 | Advisory (Plan) | $6,250 |
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 | $144,527 | $49,227+193.6% | $70,449+105.2% | $79,858+81.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 69.6%+8.9pp |
| Annual return | 11.42% | 30.06%-18.6pp | 109.03%-97.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $5,376 | $2,099+156.1% | $2,737+96.4% | $2,471+117.6% |
| Participant deferral / active EE | $5,010 | $2,768+81.0% | $3,709+35.1% | $3,740+34.0% |
| Admin fee / account holder | $111 | $2,878-96.1% | $3,845-97.1% | $5,306-97.9% |