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 BARNEY4+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 16 · EIN 26-4310844 | Consulting | $55,069 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $14,290 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
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 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 | $51,287 | $64,311-20.3% | $110,238-53.5% | $75,289-31.9% |
| Participation rate | 59.7% | 79.3%-19.5pp | 79.8%-20.1pp | 72.4%-12.7pp |
| Annual return | -5.08% | -1.74%-3.3pp | 314.74%-319.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,406 | $2,404-41.5% | $3,826-63.2% | $2,405-41.5% |
| Participant deferral / active EE | $2,643 | $3,892-32.1% | $4,672-43.4% | $3,739-29.3% |
| Admin fee / account holder | $57 | $88-34.6% | $8,547-99.3% | $102-44.0% |