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 Service code 55 · EIN 26-4310632 | Other Commissions | $61,603 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,532 | $101,317-21.5% | $146,958-45.9% | $74,495+6.8% |
| Participation rate | 74.9% | 75.5%-0.7pp | 82.2%-7.3pp | 67.2%+7.7pp |
| Annual return | 18.22% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $815 | $3,810-78.6% | $4,933-83.5% | $2,623-68.9% |
| Participant deferral / active EE | $8,709 | $7,303+19.3% | $8,070+7.9% | $4,346+100.4% |
| Admin fee / account holder | $2 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |