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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,342 |
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,725 | $99,078-47.8% | $96,544-46.4% | $74,419-30.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 17.99% | 22.48%-4.5pp | 25.84%-7.8pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,667 | $2,570+3.8% | $2,965-10.0% | $2,637+1.1% |
| Participant deferral / active EE | $2,368 | $4,933-52.0% | $4,851-51.2% | $4,528-47.7% |
| Admin fee / account holder | $109 | $225-51.5% | $8,252-98.7% | $348-68.7% |