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 BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $8,979 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,552 | $91,019-28.0% | $392,568-83.3% | $72,985-10.2% |
| Participation rate | 59.6% | 74.4%-14.8pp | 78.1%-18.5pp | 69.5%-9.9pp |
| Annual return | 21.26% | 20.00%+1.3pp | 24.42%-3.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,303 | $2,751-52.6% | $3,783-65.6% | $2,440-46.6% |
| Participant deferral / active EE | $1,920 | $4,570-58.0% | $5,985-67.9% | $3,607-46.8% |
| Admin fee / account holder | $1 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |