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 15 · EIN 20-8764829 | Recordkeeping | $29,406 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,053 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,454 | $51,197+39.6% | $82,719-13.6% | $66,914+6.8% |
| Participation rate | 95.8% | 67.8%+28.0pp | 72.6%+23.2pp | 69.8%+26.0pp |
| Annual return | -14.97% | -9.64%-5.3pp | 701.18%-716.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,101 | $2,611-19.5% | $3,009-30.2% | $2,544-17.4% |
| Participant deferral / active EE | $3,813 | $3,458+10.3% | $4,395-13.3% | $4,237-10.0% |
| Admin fee / account holder | $321 | $416-22.7% | $5,329-94.0% | $593-45.8% |