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 | $37,364 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,642 | $50,956-8.5% | $96,562-51.7% | $86,799-46.3% |
| Participation rate | 57.2% | 65.2%-8.0pp | 69.8%-12.6pp | 72.3%-15.1pp |
| Annual return | 14.75% | 21.27%-6.5pp | 37.78%-23.0pp | 97.91%-83.2pp |
| Employer contribution / active EE | $1,476 | $1,111+32.8% | $2,356-37.4% | $2,405-38.7% |
| Participant deferral / active EE | $4,335 | $2,954+46.7% | $3,849+12.6% | $4,131+4.9% |
| Admin fee / account holder | $6 | $166-96.2% | $6,181-99.9% | $170-96.3% |