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 13 · EIN 06-1050034 | Contract Administrator | $299,076 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $80,269 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN LLP Service code 10 · EIN 13-1610809 | Accounting | $25,350 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $41,526 | $127,481-67.4% | $149,696-72.3% | $90,288-54.0% |
| Participation rate | 91.3% | 78.2%+13.1pp | 82.5%+8.9pp | 73.4%+18.0pp |
| Annual return | 20.62% | 57.78%-37.2pp | 276.60%-256.0pp | 53.97%-33.4pp |
| Employer contribution / active EE | $1,011 | $3,448-70.7% | $4,644-78.2% | $2,524-59.9% |
| Participant deferral / active EE | $3,225 | $6,975-53.8% | $6,842-52.9% | $4,232-23.8% |
| Admin fee / account holder | $217 | $152+43.1% | $9,309-97.7% | $114+90.3% |