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 |
|---|---|---|
Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $313 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $125 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,264 | $42,772+50.2% | $87,507-26.6% | $55,167+16.5% |
| Participation rate | 29.6% | 66.5%-36.9pp | 73.8%-44.2pp | 69.0%-39.4pp |
| Annual return | 8.38% | 21.20%-12.8pp | 12.21%-3.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $278 | $1,277-78.2% | $2,550-89.1% | $1,963-85.8% |
| Participant deferral / active EE | $1,590 | $2,342-32.1% | $3,149-49.5% | $3,054-47.9% |
| Admin fee / account holder | $2 | $461-99.6% | $4,221-100.0% | $504-99.6% |