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 BARNEY5+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $24,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,060 |
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 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 | $146,962 | $72,492+102.7% | $87,100+68.7% | $72,985+101.4% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.9%+1.4pp | 69.5%+8.8pp |
| Annual return | 18.91% | 24.46%-5.5pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,663 | $1,894-12.2% | $2,521-34.0% | $2,440-31.8% |
| Participant deferral / active EE | $8,359 | $3,270+155.7% | $4,049+106.5% | $3,607+131.7% |
| Admin fee / account holder | $423 | $5,055-91.6% | $7,497-94.4% | $5,124-91.7% |