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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $35,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,226 |
PENSION ASSURANCE LLP8 years Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,231 | $78,485+21.3% | $106,213-10.3% | $74,495+27.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 75.3%+19.7pp | 67.2%+27.8pp |
| Annual return | 23.20% | 15.95%+7.3pp | 116.14%-92.9pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $773 | $2,523-69.3% | $3,171-75.6% | $2,623-70.5% |
| Participant deferral / active EE | $7,734 | $4,322+78.9% | $5,016+54.2% | $4,346+78.0% |
| Admin fee / account holder | $435 | $2,232-80.5% | $11,033-96.1% | $1,942-77.6% |