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 Service code 55 · EIN 26-4310632 | Other Commissions | $26,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
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 | $79,155 | $73,102+8.3% | $123,544-35.9% | $56,287+40.6% |
| Participation rate | 96.2% | 74.3%+21.8pp | 82.3%+13.9pp | 69.9%+26.3pp |
| Annual return | -6.02% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,122 | $2,977+4.9% | $4,628-32.5% | $2,111+47.9% |
| Participant deferral / active EE | $4,688 | $5,423-13.5% | $6,426-27.0% | $3,350+40.0% |
| Admin fee / account holder | $8 | $554-98.5% | $9,284-99.9% | $521-98.4% |