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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 BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $10,701 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $934 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,441 | $63,156-23.3% | $122,332-60.4% | $62,292-22.2% |
| Participation rate | 54.0% | 60.0%-6.0pp | 71.6%-17.6pp | 69.5%-15.5pp |
| Annual return | 15.59% | 20.61%-5.0pp | 30.27%-14.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $496 | $1,385-64.1% | $4,050-87.7% | $2,042-75.7% |
| Participant deferral / active EE | $1,629 | $2,321-29.8% | $3,287-50.4% | $3,169-48.6% |
| Admin fee / account holder | $176 | $440-59.9% | $5,478-96.8% | $479-63.2% |