Filed June 26, 2024 (most recent of 2 filings on file)
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.
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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 | $16,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,998 | $66,813-37.1% | $100,516-58.2% | $73,488-42.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 21.66% | 25.70%-4.0pp | 30.89%-9.2pp | 28.51%-6.9pp |
| Employer contribution / active EE | $3,509 | $2,147+63.5% | $3,418+2.7% | $2,270+54.6% |
| Participant deferral / active EE | $4,121 | $5,883-29.9% | $6,270-34.3% | $3,740+10.2% |
| Admin fee / account holder | $17 | $512-96.7% | $8,081-99.8% | $513-96.7% |