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 7-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $43,924 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $28,990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,733 | $50,815-65.1% | $155,509-88.6% | $77,643-77.2% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.4pp | 70.6%+24.0pp |
| Annual return | 19.92% | 34.80%-14.9pp | 64.67%-44.7pp | 31.24%-11.3pp |
| Employer contribution / active EE | $4,028 | $1,993+102.1% | $4,672-13.8% | $2,726+47.8% |
| Participant deferral / active EE | $5,581 | $2,822+97.8% | $5,626-0.8% | $4,647+20.1% |
| Admin fee / account holder | $91 | $437-79.1% | $15,912-99.4% | $430-78.7% |