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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $43,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,500 |
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 | $97,492 | $44,059+121.3% | $71,671+36.0% | $69,631+40.0% |
| Participation rate | 62.8% | 60.8%+2.0pp | 68.7%-6.0pp | 70.7%-7.9pp |
| Annual return | 13.61% | 21.97%-8.4pp | 20.65%-7.0pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $5,201 | $1,305+298.6% | $2,460+111.4% | $2,032+155.9% |
| Participant deferral / active EE | $5,443 | $2,370+129.7% | $3,438+58.3% | $3,224+68.8% |
| Admin fee / account holder | $27 | $108-75.0% | $5,558-99.5% | $110-75.6% |