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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $26,411 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,560 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,546 | $51,244+35.7% | $80,975-14.1% | $55,167+26.1% |
| Participation rate | 53.8% | 71.7%-17.9pp | 75.8%-22.0pp | 69.0%-15.2pp |
| Annual return | 8.83% | 17.39%-8.6pp | 17.10%-8.3pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,117 | $1,770-36.9% | $3,714-69.9% | $1,963-43.1% |
| Participant deferral / active EE | $2,266 | $4,418-48.7% | $5,696-60.2% | $3,054-25.8% |
| Admin fee / account holder | $241 | $398-39.3% | $5,516-95.6% | $504-52.1% |