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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 BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $62,971 |
TEMPLETON & COMPANY LLP6+ years Filed as: TEMPLETON & COMPANY Service code 10 · EIN 14-1918990 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,375 | $56,152+107.3% | $185,823-37.4% | $73,409+58.5% |
| Participation rate | 91.0% | 67.6%+23.4pp | 78.0%+13.0pp | 72.2%+18.8pp |
| Annual return | 13.98% | 17.59%-3.6pp | 35.95%-22.0pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,220 | $1,532-20.4% | $4,087-70.2% | $2,234-45.4% |
| Participant deferral / active EE | $7,507 | $3,659+105.1% | $5,632+33.3% | $3,805+97.3% |
| Admin fee / account holder | $27 | $132-79.8% | $9,500-99.7% | $158-83.1% |