Filed August 14, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,447 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $5,169 |
SWERDLIN & COMPANY1+ years Service code 13 | Contract Administrator | $1,800 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INS. SERVICES INC. Service code 53 | Insurance Commissions | $159 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,397 | $46,360-47.4% | $147,614-83.5% | $52,331-53.4% |
| Participation rate | 95.3% | 64.9%+30.4pp | 84.6%+10.7pp | 68.1%+27.2pp |
| Annual return | -0.76% | 1.62%-2.4pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $917 | $2,126-56.9% | $5,564-83.5% | $1,882-51.3% |
| Participant deferral / active EE | $2,343 | $2,258+3.8% | $4,895-52.1% | $3,022-22.5% |
| Admin fee / account holder | $248 | $766-67.6% | $11,611-97.9% | $592-58.1% |