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 Filed as: MORGAN STANLEY Service code 16 · EIN 20-8764829 | Consulting | $29,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,383 | $92,055-7.2% | $106,213-19.6% | $77,643+10.0% |
| Participation rate | 91.0% | 81.0%+9.9pp | 75.3%+15.7pp | 70.6%+20.4pp |
| Annual return | 17.07% | 17.91%-0.8pp | 116.14%-99.1pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,286 | $3,367-32.1% | $3,171-27.9% | $2,726-16.1% |
| Participant deferral / active EE | $4,779 | $5,386-11.3% | $5,016-4.7% | $4,647+2.8% |
| Admin fee / account holder | $53 | $219-75.8% | $11,033-99.5% | $430-87.7% |