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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,914 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $67,574 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $21,262 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,681 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $827,967 | $58,879+1306.2% | $178,490+363.9% | $73,488+1026.7% |
| Participation rate | 84.9% | 66.2%+18.7pp | 81.9%+3.0pp | 70.7%+14.2pp |
| Annual return | 15.27% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $30,249 | $2,236+1252.7% | $5,011+503.7% | $2,270+1232.5% |
| Participant deferral / active EE | $8,673 | $2,567+237.8% | $5,202+66.7% | $3,740+131.9% |
| Admin fee / account holder | $1,085 | $400+171.0% | $13,984-92.2% | $513+111.5% |