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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $23,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,464 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
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 | $89,278 | $69,362+28.7% | $101,248-11.8% | $73,488+21.5% |
| Participation rate | 78.1% | 68.4%+9.7pp | 75.8%+2.3pp | 70.7%+7.4pp |
| Annual return | 10.78% | 18.46%-7.7pp | 46.47%-35.7pp | 28.51%-17.7pp |
| Employer contribution / active EE | $2,194 | $2,628-16.5% | $3,660-40.1% | $2,270-3.4% |
| Participant deferral / active EE | $4,401 | $3,300+33.4% | $4,370+0.7% | $3,740+17.7% |
| Admin fee / account holder | $12 | $704-98.3% | $5,945-99.8% | $513-97.6% |