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 BARNEY10+ years Service code 55 · EIN 26-4310632 | Other Commissions | $34,333 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $525 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,135 | $88,890-70.6% | $102,423-74.5% | $77,643-66.3% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.0pp |
| Annual return | 12.50% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,232 | $2,698-54.3% | $3,023-59.3% | $2,726-54.8% |
| Participant deferral / active EE | $2,624 | $5,145-49.0% | $5,053-48.1% | $4,647-43.5% |
| Admin fee / account holder | $1 | $235-99.6% | $9,451-100.0% | $430-99.8% |