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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $69,437 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,081 |
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 | $76,084 | $127,481-40.3% | $149,696-49.2% | $90,288-15.7% |
| Participation rate | 95.8% | 78.2%+17.6pp | 82.5%+13.3pp | 73.4%+22.5pp |
| Annual return | 43.72% | 57.78%-14.1pp | 276.60%-232.9pp | 53.97%-10.2pp |
| Employer contribution / active EE | $5,704 | $3,448+65.4% | $4,644+22.8% | $2,524+126.0% |
| Participant deferral / active EE | $12,372 | $6,975+77.4% | $6,842+80.8% | $4,232+192.3% |
| Admin fee / account holder | -$1 | $152-100.7% | $9,309-100.0% | $114-100.9% |