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 BARNEY4+ years Service code 55 · EIN 26-4310632 | Other Commissions | $21,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
Employer contribution per participant 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 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 | $96,658 | $86,332+12.0% | $125,175-22.8% | $65,185+48.3% |
| Participation rate | 81.0% | 75.3%+5.6pp | 79.8%+1.2pp | 70.2%+10.8pp |
| Annual return | 25.60% | 27.43%-1.8pp | 43.79%-18.2pp | 29.38%-3.8pp |
| Employer contribution / active EE | $398 | $2,040-80.5% | $3,865-89.7% | $2,177-81.7% |
| Participant deferral / active EE | $3,897 | $3,537+10.2% | $4,937-21.1% | $3,514+10.9% |
| Admin fee / account holder | $13 | $609-97.8% | $9,702-99.9% | $847-98.4% |