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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $24,006 |
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $132,557 | $67,606+96.1% | $82,313+61.0% | $70,131+89.0% |
| Participation rate | 72.2% | 72.8%-0.6pp | 76.9%-4.7pp | 69.5%+2.6pp |
| Annual return | 16.67% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,375 | $1,755-21.7% | $2,428-43.4% | $2,342-41.3% |
| Participant deferral / active EE | $6,888 | $2,987+130.6% | $3,706+85.8% | $3,332+106.7% |
| Admin fee / account holder | $5 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |