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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $554,142 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $271,486 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $74,123 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $44,181 |
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 | $49,227 | $32,762+50.3% | $84,611-41.8% | $89,569-45.0% |
| Participation rate | 60.0% | 34.6%+25.4pp | 68.2%-8.2pp | 69.6%-9.6pp |
| Annual return | 27.23% | 28.37%-1.1pp | 258.74%-231.5pp | 34.56%-7.3pp |
| Employer contribution / active EE | $1,805 | $564+220.2% | $2,652-32.0% | $2,584-30.2% |
| Participant deferral / active EE | $2,754 | $1,501+83.5% | $3,899-29.4% | $4,220-34.7% |
| Admin fee / account holder | $66 | $82-19.8% | $4,912-98.7% | $72-7.6% |