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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,345 |
MORGAN STANLEY SMITH BARNEY4 years Service code 61 · EIN 26-4310632 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,991 | $29,369+77.0% | $77,482-32.9% | $73,409-29.2% |
| Participation rate | 28.1% | 37.9%-9.9pp | 54.2%-26.1pp | 72.2%-44.1pp |
| Annual return | 13.42% | 358.15%-344.7pp | 54.79%-41.4pp | 59.29%-45.9pp |
| Employer contribution / active EE | $176 | $406-56.6% | $986-82.1% | $2,234-92.1% |
| Participant deferral / active EE | $1,608 | $941+70.9% | $1,861-13.6% | $3,805-57.7% |
| Admin fee / account holder | $17 | $123-86.0% | $2,858-99.4% | $158-89.1% |