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 37 · EIN 04-2647786 | Loan Processing | $95,427 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $33,360 |
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).
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 | $9,880 | $48,072-79.4% | $182,532-94.6% | $77,787-87.3% |
| Participation rate | 90.1% | 64.3%+25.8pp | 78.0%+12.1pp | 73.2%+16.9pp |
| Annual return | 34.78% | 31.26%+3.5pp | 148.54%-113.8pp | 32.57%+2.2pp |
| Employer contribution / active EE | $552 | $1,453-62.0% | $4,076-86.5% | $2,504-78.0% |
| Participant deferral / active EE | $2,990 | $3,209-6.8% | $5,524-45.9% | $3,967-24.6% |
| Admin fee / account holder | $49 | $131-62.6% | $8,592-99.4% | $100-50.9% |