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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,721 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,170 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,019 |
Form 5500 reported that benefits due were not provided when due.
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 | $83,654 | $88,890-5.9% | $102,423-18.3% | $77,643+7.7% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.5pp |
| Annual return | 14.34% | 24.98%-10.6pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,822 | $2,698-32.4% | $3,023-39.7% | $2,726-33.1% |
| Participant deferral / active EE | $5,148 | $5,145+0.1% | $5,053+1.9% | $4,647+10.8% |
| Admin fee / account holder | $122 | $235-48.1% | $9,451-98.7% | $430-71.6% |