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 6-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 |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $166,656 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,487 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,993 | $2,679,533-97.8% | $164,813-64.8% | $199,593-70.9% |
| Participation rate | 62.2% | 78.3%-16.1pp | 78.6%-16.4pp | 72.0%-9.7pp |
| Annual return | 31.73% | 17.93%+13.8pp | 69.93%-38.2pp | 34.25%-2.5pp |
| Employer contribution / active EE | $1,697 | $2,970-42.9% | $4,341-60.9% | $3,034-44.1% |
| Participant deferral / active EE | $4,119 | $5,010-17.8% | $6,031-31.7% | $5,087-19.0% |
| Admin fee / account holder | $125 | $1,982-93.7% | $12,690-99.0% | $269-53.4% |