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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,817 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $14,395 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,965 | $43,453-88.6% | $109,313-95.5% | $63,975-92.2% |
| Participation rate | 85.4% | 59.3%+26.1pp | 71.3%+14.1pp | 71.1%+14.3pp |
| Annual return | 5.94% | 9.85%-3.9pp | 22.07%-16.1pp | 48.65%-42.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $3,892-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $968 | $2,093-53.7% | $3,166-69.4% | $3,356-71.2% |
| Admin fee / account holder | $92 | $79+16.3% | $5,666-98.4% | $70+30.3% |