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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $151,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $88,834 |
HANSEN, PLAHM & COMPANY1 year Service code 10 · EIN 36-3849301 | Accounting | $9,500 |
Form 5500 reported that benefits due were not provided when due.
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 | $116,764 | $91,372+27.8% | $129,995-10.2% | $74,419+56.9% |
| Participation rate | 97.7% | 77.8%+19.9pp | 78.5%+19.2pp | 70.7%+27.0pp |
| Annual return | 16.70% | 23.21%-6.5pp | -137.18%+153.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,962 | $2,563+15.5% | $4,320-31.4% | $2,637+12.3% |
| Participant deferral / active EE | $10,224 | $4,721+116.6% | $5,820+75.7% | $4,528+125.8% |
| Admin fee / account holder | $212 | $283-25.2% | $10,614-98.0% | $348-39.1% |