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 9-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,684 | $54,320-30.6% | $67,652-44.3% | $52,331-28.0% |
| Participation rate | 63.3% | 73.6%-10.3pp | 75.7%-12.3pp | 68.1%-4.8pp |
| Annual return | 1.56% | 6.81%-5.2pp | 6625.04%-6623.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,356 | $1,544-12.2% | $2,266-40.2% | $1,882-28.0% |
| Participant deferral / active EE | $4,285 | $2,950+45.2% | $3,560+20.4% | $3,022+41.8% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |