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 BARNEY3 years Filed as: MORGAN STANLEY Service code 15 · EIN 36-3145972 | Recordkeeping | $46,036 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,888 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $40,881 | $64,286-36.4% | $90,951-55.1% | $73,409-44.3% |
| Participation rate | 89.7% | 63.6%+26.1pp | 69.0%+20.7pp | 72.2%+17.5pp |
| Annual return | 13.55% | 21.45%-7.9pp | 134.60%-121.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,213 | $895+35.6% | $2,122-42.8% | $2,234-45.7% |
| Participant deferral / active EE | $4,136 | $2,453+68.6% | $3,373+22.6% | $3,805+8.7% |
| Admin fee / account holder | $222 | $287-22.6% | $5,959-96.3% | $158+40.8% |