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 BARNEY2 years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $41,053 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,908 | $79,171+88.1% | $102,423+45.4% | $74,495+99.9% |
| Participation rate | 74.0% | 74.8%-0.8pp | 76.5%-2.5pp | 67.2%+6.8pp |
| Annual return | 13.17% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,074 | $2,362-12.2% | $3,023-31.4% | $2,623-20.9% |
| Participant deferral / active EE | $8,938 | $4,415+102.4% | $5,053+76.9% | $4,346+105.7% |
| Admin fee / account holder | $432 | $2,001-78.4% | $9,451-95.4% | $1,942-77.7% |