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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,125 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,628 | $58,828-24.1% | $77,999-42.8% | $62,891-29.0% |
| Participation rate | 82.1% | 71.1%+11.0pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 19.28% | 17.16%+2.1pp | 425.96%-406.7pp | 20.14%-0.9pp |
| Employer contribution / active EE | $2,370 | $1,672+41.8% | $2,470-4.1% | $2,281+3.9% |
| Participant deferral / active EE | $4,061 | $2,686+51.2% | $3,497+16.1% | $3,203+26.8% |
| Admin fee / account holder | $81 | $4,393-98.2% | $5,480-98.5% | $4,296-98.1% |