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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,064 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 11-3658445 | Advisory (Plan) | $11,000 |
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 | $128,920 | $108,719+18.6% | $101,326+27.2% | $85,563+50.7% |
| Participation rate | 97.4% | 80.9%+16.5pp | 81.5%+15.9pp | 66.0%+31.4pp |
| Annual return | 16.20% | 20.95%-4.8pp | 36.82%-20.6pp | 31.51%-15.3pp |
| Employer contribution / active EE | $4,468 | $3,114+43.5% | $3,665+21.9% | $2,654+68.4% |
| Participant deferral / active EE | $11,149 | $8,545+30.5% | $7,994+39.5% | $4,375+154.8% |
| Admin fee / account holder | $160 | $685-76.7% | $11,185-98.6% | $834-80.9% |