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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $55,141 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,421 |
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 | $200,851 | $91,407+119.7% | $135,903+47.8% | $71,457+181.1% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.4pp | 67.9%+25.4pp |
| Annual return | 20.97% | 29.90%-8.9pp | 68.23%-47.3pp | 28.85%-7.9pp |
| Employer contribution / active EE | $6,606 | $3,703+78.4% | $4,856+36.0% | $2,588+155.3% |
| Participant deferral / active EE | $16,033 | $7,092+126.1% | $7,758+106.7% | $4,289+273.8% |
| Admin fee / account holder | $79 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |