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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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $507,792 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $237,719 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $138,356 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,997 | $36,321+51.4% | $89,391-38.5% | $106,222-48.2% |
| Participation rate | 56.2% | 29.8%+26.3pp | 68.0%-11.8pp | 70.8%-14.6pp |
| Annual return | 15.51% | 24.00%-8.5pp | 245.62%-230.1pp | 21.69%-6.2pp |
| Employer contribution / active EE | $846 | $507+67.0% | $2,586-67.3% | $2,723-68.9% |
| Participant deferral / active EE | $2,646 | $1,286+105.7% | $3,890-32.0% | $4,600-42.5% |
| Admin fee / account holder | $61 | $78-21.7% | $4,881-98.8% | $78-22.3% |