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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.
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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 BARNEY7 years Service code 15 · EIN 20-8764829 | Recordkeeping | $44,813 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,251 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,258 | $50,127-69.6% | $149,673-89.8% | $80,160-81.0% |
| Participation rate | 21.9% | 64.3%-42.4pp | 78.8%-56.9pp | 72.9%-51.1pp |
| Annual return | 16.96% | 29.82%-12.9pp | 134.42%-117.5pp | 40.38%-23.4pp |
| Employer contribution / active EE | $136 | $1,865-92.7% | $4,818-97.2% | $2,978-95.4% |
| Participant deferral / active EE | $824 | $3,194-74.2% | $5,680-85.5% | $5,017-83.6% |
| Admin fee / account holder | $76 | $153-49.9% | $13,210-99.4% | $145-47.2% |