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 BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $39,044 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,921 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,902 |
Filed as: HOLTHOUSE CARLIN& VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $10,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,877 | $45,031+8.5% | $84,966-42.5% | $77,643-37.0% |
| Participation rate | 61.1% | 48.7%+12.4pp | 67.5%-6.4pp | 70.6%-9.5pp |
| Annual return | 14.07% | 79.22%-65.1pp | 66.38%-52.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $433 | $1,609-73.1% | $2,727-84.1% | $2,726-84.1% |
| Participant deferral / active EE | $5,065 | $2,807+80.4% | $4,519+12.1% | $4,647+9.0% |
| Admin fee / account holder | $126 | $912-86.2% | $6,149-98.0% | $430-70.8% |