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 SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Advisory (Plan) | $42,842 |
Service code 49 · EIN 99-0493155 365 E. AVENIDA DE LOS ARBOLES, #263 · THOUSAND OAKS, CA 91360 | Other Services | $6,000 |
Filed as: VOYA Service code 27 | Advisory (Plan) | $3,187 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,871 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,094 | $100,923+34.8% | $150,045-9.3% | $74,304+83.2% |
| Participation rate | 74.3% | 70.1%+4.3pp | 82.3%-8.0pp | 60.3%+14.0pp |
| Annual return | 20.22% | 51.77%-31.5pp | 62.55%-42.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $3,444 | $3,463-0.5% | $4,693-26.6% | $2,241+53.7% |
| Participant deferral / active EE | $7,825 | $6,709+16.6% | $7,997-2.2% | $3,767+107.7% |
| Admin fee / account holder | $189 | $2,767-93.2% | $13,435-98.6% | $2,969-93.6% |