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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $37,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,452 | $39,819+102.0% | $67,834+18.6% | $57,658+39.5% |
| Participation rate | 58.6% | 61.2%-2.7pp | 68.8%-10.2pp | 70.2%-11.7pp |
| Annual return | 7.86% | 9.19%-1.3pp | 138.47%-130.6pp | 5.13%+2.7pp |
| Employer contribution / active EE | $5,116 | $1,277+300.7% | $2,403+112.9% | $1,974+159.2% |
| Participant deferral / active EE | $5,210 | $2,209+135.8% | $3,160+64.9% | $3,061+70.2% |
| Admin fee / account holder | $19 | $84-77.2% | $4,622-99.6% | $95-79.8% |