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 15 · EIN 13-3689044 | Recordkeeping | $92,340 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 · EIN 26-4310632 | Consulting | $15,581 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,642 | $74,188-92.4% | $115,756-95.1% | $64,808-91.3% |
| Participation rate | 93.3% | 76.2%+17.0pp | 77.1%+16.2pp | 71.5%+21.8pp |
| Annual return | -16.44% | -11.81%-4.6pp | 143.14%-159.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $3,365-100.0% | $3,793-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,164 | $5,294-59.1% | $6,254-65.4% | $4,310-49.8% |
| Admin fee / account holder | $70 | $148-52.7% | $8,124-99.1% | $188-62.6% |