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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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $31,514 |
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Recordkeeping | $27,448 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Di... | $7,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,003 | $84,487-34.9% | $125,339-56.1% | $66,914-17.8% |
| Participation rate | 63.8% | 76.4%-12.6pp | 82.4%-18.5pp | 69.8%-6.0pp |
| Annual return | -18.47% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $915 | $3,553-74.2% | $4,814-81.0% | $2,544-64.0% |
| Participant deferral / active EE | $6,301 | $6,781-7.1% | $7,446-15.4% | $4,237+48.7% |
| Admin fee / account holder | $254 | $685-63.0% | $10,010-97.5% | $593-57.3% |