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 |
|---|---|---|
WEALTHMD CORPORATION3+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $149,997 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $19,750 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,653 |
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 | $118,968 | $74,552+59.6% | $62,995+88.9% | $69,631+70.9% |
| Participation rate | 90.2% | 78.3%+11.9pp | 74.8%+15.4pp | 70.7%+19.5pp |
| Annual return | 14.32% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $6,022 | $2,929+105.6% | $2,759+118.3% | $2,032+196.4% |
| Participant deferral / active EE | $2,996 | $2,974+0.7% | $3,329-10.0% | $3,224-7.1% |
| Admin fee / account holder | $238 | $59+300.6% | $3,600-93.4% | $110+115.5% |