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 BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $90,369 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,803 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $52,580 | $129,021-59.2% | $184,203-71.5% | $77,643-32.3% |
| Participation rate | 89.6% | 87.3%+2.2pp | 86.8%+2.8pp | 70.6%+19.0pp |
| Annual return | 13.48% | 33.27%-19.8pp | 28.81%-15.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,816 | $4,413-58.9% | $6,427-71.8% | $2,726-33.4% |
| Participant deferral / active EE | $5,654 | $7,297-22.5% | $9,131-38.1% | $4,647+21.7% |
| Admin fee / account holder | $156 | $254-38.4% | $13,901-98.9% | $430-63.7% |