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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $25,183 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,626 | $48,592-55.5% | $185,823-88.4% | $90,288-76.0% |
| Participation rate | 33.0% | 66.2%-33.2pp | 78.0%-45.0pp | 73.4%-40.4pp |
| Annual return | 15.86% | 68.51%-52.7pp | 35.95%-20.1pp | 53.97%-38.1pp |
| Employer contribution / active EE | $381 | $1,389-72.6% | $4,087-90.7% | $2,524-84.9% |
| Participant deferral / active EE | $1,399 | $3,463-59.6% | $5,632-75.2% | $4,232-66.9% |
| Admin fee / account holder | $34 | $77-56.5% | $9,500-99.6% | $114-70.5% |