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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.
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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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $38,170 |
PENSION SERVICES, INC.3+ years Filed as: PENSION SERVICES CORPORATION Service code 13 · EIN 99-0262088 1357 KAPIOLANI BLVD · HONOLULU, HI 96814 | Contract Administrator | $7,802 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,150 | $109,881+205.0% | $150,045+123.4% | $84,808+295.2% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 18.67% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,378 | $3,561+107.2% | $4,693+57.2% | $2,631+180.4% |
| Participant deferral / active EE | $10,921 | $6,636+64.6% | $7,997+36.6% | $4,212+159.3% |
| Admin fee / account holder | $6,514 | $8,568-24.0% | $13,435-51.5% | $7,344-11.3% |