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 26 · EIN 20-8764829 | Advisory (Participants) | $137,783 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,578 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,313 | $106,028+79.5% | $146,958+29.5% | $77,643+145.1% |
| Participation rate | 86.9% | 78.4%+8.6pp | 82.2%+4.8pp | 70.6%+16.4pp |
| Annual return | 15.73% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $6,944 | $4,063+70.9% | $4,933+40.8% | $2,726+154.8% |
| Participant deferral / active EE | $10,339 | $7,990+29.4% | $8,070+28.1% | $4,647+122.5% |
| Admin fee / account holder | $197 | $337-41.7% | $12,998-98.5% | $430-54.3% |