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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,669 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
THE ABEYTA BUECHE & SANDERS GROUP1 year Service code 61 755 E MULBERRY STE 300 · SAN ANTONIO, TX 78212 | Finders' fees / placement fees | $0 |
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 | $51,070 | $89,739-43.1% | $149,718-65.9% | $62,292-18.0% |
| Participation rate | 88.9% | 85.1%+3.8pp | 87.1%+1.8pp | 69.5%+19.4pp |
| Annual return | 20.37% | 21.01%-0.6pp | 1501.63%-1481.3pp | 28.90%-8.5pp |
| Employer contribution / active EE | $2,421 | $3,233-25.1% | $5,445-55.5% | $2,042+18.6% |
| Participant deferral / active EE | $4,701 | $4,797-2.0% | $6,569-28.4% | $3,169+48.3% |
| Admin fee / account holder | $20 | $551-96.4% | $11,283-99.8% | $479-95.9% |