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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $33,353 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $207,443 | $88,890+133.4% | $102,423+102.5% | $77,643+167.2% |
| Participation rate | 60.1% | 80.9%-20.8pp | 76.5%-16.4pp | 70.6%-10.5pp |
| Annual return | 28.42% | 24.98%+3.4pp | 29.32%-0.9pp | 31.24%-2.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,484 | $5,145+64.9% | $5,053+67.9% | $4,647+82.6% |
| Admin fee / account holder | $63 | $235-73.1% | $9,451-99.3% | $430-85.3% |