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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,697 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Recordkeeping | $7,224 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,546 | $99,957-18.4% | $149,696-45.5% | $73,488+11.0% |
| Participation rate | 75.7% | 75.7%0pp | 82.5%-6.8pp | 70.7%+5.0pp |
| Annual return | 14.46% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,796 | $3,191-12.4% | $4,644-39.8% | $2,270+23.2% |
| Participant deferral / active EE | $5,222 | $6,073-14.0% | $6,842-23.7% | $3,740+39.7% |
| Admin fee / account holder | $177 | $551-67.8% | $9,309-98.1% | $513-65.4% |