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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $30,017 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $19,932 |
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.
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 | $18,678 | $48,072-61.1% | $182,532-89.8% | $77,787-76.0% |
| Participation rate | 26.5% | 64.3%-37.8pp | 78.0%-51.5pp | 73.2%-46.8pp |
| Annual return | 28.45% | 31.26%-2.8pp | 148.54%-120.1pp | 32.57%-4.1pp |
| Employer contribution / active EE | $261 | $1,453-82.0% | $4,076-93.6% | $2,504-89.6% |
| Participant deferral / active EE | $1,092 | $3,209-66.0% | $5,524-80.2% | $3,967-72.5% |
| Admin fee / account holder | $49 | $131-62.6% | $8,592-99.4% | $100-50.8% |