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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $98,367 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $3,865 |
Service code 60 | Sub-TA Fees | $0 |
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 | $164,455 | $89,588+83.6% | $136,007+20.9% | $77,643+111.8% |
| Participation rate | 83.0% | 74.3%+8.8pp | 76.5%+6.6pp | 70.6%+12.5pp |
| Annual return | 19.66% | 17.42%+2.2pp | 579.32%-559.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $4,704 | $3,491+34.8% | $4,217+11.6% | $2,726+72.6% |
| Participant deferral / active EE | $15,276 | $5,591+173.2% | $7,025+117.5% | $4,647+228.7% |
| Admin fee / account holder | $81 | $539-84.9% | $6,858-98.8% | $430-81.1% |